Investment Management - Retirement Planning - Smart Money

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A Relationship of Trust Since 1975

Investment Management

We are an independent SEC registered investment advisor. This means we act in the best interest of our clients at all times. We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets.

Retirement Planning

Our clients drive our business. As they move from one stage of life to the next we counsel them. They confide in us on a variety of money matters including estate, tax strategies, executive stock options and grants.

Smart Money

We are focused on low cost, tax efficient investments with transparency and liquidity. We also apply this smart money approach to retirement and estate planning as well as everyday living. It’s important to have your money work as hard as you do.

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About Us

Our company was founded in 1975 by Judith Bedell, an entrepreneurial pioneer. It was one of the first woman-owned investment companies in the Bay Area. In 2002, Michael Frazier joined the company. Together with a team of experienced, trusted and dedicated professionals, we continue to promote financial well-being.


Since 1975, Bedell Frazier Investment Counselling has guided
multiple generations to their financial security.

Judith Bedell, Founder

The Team

Judith Bedell

Judith Bedell

Founder

With over 40 years experience in the investment business, Jude is a seasoned Wall Street veteran. At Georgetown University she earned the Bachelor of Science degree in Linguistics. She studied at the Sorbonne in Paris and New York University Graduate School of Business before finishing her Masters degree in Business at the University of San Francisco.

Jude’s first book The ABC’s of Bonds, has become a five-star-rated e-book which explains bonds in a charming and simple way. Her second book The 1-2-3s of Retirement was published in 2013. Both books are available at www.amazon.com on the Kindle platform: Read it on your PC, Mac, iPad, iPhone or Droid!

Jude is a member of the CFA Institute, Security Analysts of San Francisco, Financial Women of San Francisco, Estate Planning Council, Georgetown Alumni Association and Round Hill Country Club. A Walnut Creek resident for over 30 years, Jude is an avid San Francisco Giants fan and 49ers season ticket holder along with her son, JK.

Michael Frazier

Michael Frazier

President

Mike has 20 years experience in the investment and media industries. He earned his B.A. from the University of California at Berkeley where he majored in History and played rugby.

Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004.

Mike has been a regular financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV. He has been named a multi-year 5-Star Professional by Diablo Magazine and appeared in Forbes Magazine as 1 of 7 Elite Advisors in Northern California.

Mike is a member of the University of California Alumni Association, the CNN Alumni Association, the CNBC Alumni Association and the Society of California Pioneers. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki and Brooke.

Meredith Rosen

Meredith Rosen

Portfolio Manager

A graduate of Boston College’s Carroll School of Management, Meredith received her MBA from the University of San Francisco. She remains active in both alumni associations.
As Chief Operating Officer, Meredith keeps the company running. As Portfolio Manager, she manages client accounts. A detail-oriented person with a flair for event organization, Meredith coordinates client events including our “Annual Outlook” and “Back to School” events. She joined Bedell Frazier in 2004.

In 2013 Meredith co-authored the educational book The 1-2-3s of Retirement with Jude Bedell. It is available at www.amazon.com on the Kindle platform. Read it on your PC, Mac, iPad, iPhone or Droid!

Meredith is a member of Financial Women of San Francisco. Socially, she is a board member and financial chair of the Marin Parents of Multiples Club.

Meredith lives in San Rafael with her husband Alan and their twins Roxanne and Rex.

Nancy Tredwell

Nancy Tredwell

Financial Planner

A graduate of Western Washington University, Nancy joined Bedell in 1989.
Nancy has been helping clients with their financial planning needs for over 20 years and has received the professional designation of Chartered Retirement Planning Counselor. She creates the financial plans that drive the investment allocations. In 2010, she took over the management of the firm’s operations and new account administration.

Nancy is a member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband Al in Walnut Creek.

Mike Harris

Mike Harris

Portfolio Manager and Market Technician

Mike received his M.B.A. degree with an emphasis in finance from St. Mary’s College of California. Mike also holds his undergraduate B.S. degree in Business Administration from St. Mary’s college.

Mike joined Bedell Frazier in 2006. In addition to his Portfolio Manager duties, Mike is the in house Market Technician. He analyzes the charts both on the equity and fixed income side for investment opportunities. Mike reviews fixed income investments as Bedell Frazier’s bond analyst and trader. Mike has been an affiliate member of the Market Technicians Association since 2011.

He and his wife Haley reside in Walnut Creek.

Judith Bedell

Judith Bedell

Founder

With over 40 years experience in the investment business, Jude is a seasoned Wall Street veteran. At Georgetown University she earned the Bachelor of Science degree in Linguistics. She studied at the Sorbonne in Paris and New York University Graduate School of Business before finishing her Masters degree in Business at the University of San Francisco.

Jude’s first book The ABC’s of Bonds, has become a five-star-rated e-book which explains bonds in a charming and simple way. Her second book The 1-2-3s of Retirement was published in 2013. Both books are available at www.amazon.com on the Kindle platform: Read it on your PC, Mac, iPad, iPhone or Droid!

Jude is a member of the CFA Institute, Security Analysts of San Francisco, Financial Women of San Francisco, Estate Planning Council, Georgetown Alumni Association and Round Hill Country Club. A Walnut Creek resident for over 30 years, Jude is an avid San Francisco Giants fan and 49ers season ticket holder along with her son, JK.

Michael Frazier

Michael Frazier

President

Mike has 20 years experience in the investment and media industries. He earned his B.A. from the University of California at Berkeley where he majored in History and played rugby.

Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004.

Mike has been a regular financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV. He has been named a multi-year 5-Star Professional by Diablo Magazine and appeared in Forbes Magazine as 1 of 7 Elite Advisors in Northern California.

Mike is a member of the University of California Alumni Association, the CNN Alumni Association, the CNBC Alumni Association and the Society of California Pioneers. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki and Brooke.

Meredith Rosen

Meredith Rosen

Portfolio Manager

A graduate of Boston College’s Carroll School of Management, Meredith received her MBA from the University of San Francisco. She remains active in both alumni associations.
As Chief Operating Officer, Meredith keeps the company running. As Portfolio Manager, she manages client accounts. A detail-oriented person with a flair for event organization, Meredith coordinates client events including our “Annual Outlook” and “Back to School” events. She joined Bedell Frazier in 2004.

In 2013 Meredith co-authored the educational book The 1-2-3s of Retirement with Jude Bedell. It is available at www.amazon.com on the Kindle platform. Read it on your PC, Mac, iPad, iPhone or Droid!

Meredith is a member of Financial Women of San Francisco. Socially, she is a board member and financial chair of the Marin Parents of Multiples Club.

Meredith lives in San Rafael with her husband Alan and their twins Roxanne and Rex.

Nancy Tredwell

Nancy Tredwell

Financial Planner

A graduate of Western Washington University, Nancy joined Bedell in 1989.
Nancy has been helping clients with their financial planning needs for over 20 years and has received the professional designation of Chartered Retirement Planning Counselor. She creates the financial plans that drive the investment allocations. In 2010, she took over the management of the firm’s operations and new account administration.

Nancy is a member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband Al in Walnut Creek.

Mike Harris

Mike Harris

Portfolio Manager and Market Technician

Mike received his M.B.A. degree with an emphasis in finance from St. Mary’s College of California. Mike also holds his undergraduate B.S. degree in Business Administration from St. Mary’s college.

Mike joined Bedell Frazier in 2006. In addition to his Portfolio Manager duties, Mike is the in house Market Technician. He analyzes the charts both on the equity and fixed income side for investment opportunities. Mike reviews fixed income investments as Bedell Frazier’s bond analyst and trader. Mike has been an affiliate member of the Market Technicians Association since 2011.

He and his wife Haley reside in Walnut Creek.

Investment Counselling

Timeline

Please use the arrows below to scroll through our timeline.

1975

Jude Bedell opens the doors to Bedell Investment Counselling and has a baby.

1989

Nancy Tredwell joins BIC and does every job in the shop before settling as a Financial Planner.

1998

Jessie comes to cover a maternity leave after a career in Bank of America’s Trust Department and stays 15 “extra” years!

2000

Bedell Investment Counselling Celebrates 25 years in business with a bang!

2002

Introducing Mike Frazier! The next generation is “born” when Mike joins the firm.

2004

Meredith Rosen takes a leap and moves from New Jersey to join the firm.

2006

Mike Harris joins the firm while finishing the second half of his MBA studies.

2011

The firm officially becomes “Bedell Frazier Investment Counselling, LLC”.

2014

Bedell Frazier celebrates 39 years by launching a new brand and website! The future is bright!!!

Media

Broadcasts

Broadcasts

Radio Broadcast – Alibaba IPO Roadshow
Radio Broadcast – Apple
September 5, 2014 Radio Segment
September 4, 2014 Radio Segment
August 14, 2014 Radio Segment/a>
August 8, 2014 Radio Segment – Market Gyration
July 25, 2014 Radio Segment – Risks
July 24, 2014 Radio Segment – Sleepless Nights
World Cup and Stock Market
July 09, 2014 Radio Segment – Make Your Money Works As Hard As You Do
July 09, 2014 Radio Segment – Bull Market
July 09, 2014 Radio Segment – How to Outlive Your Savings
July 09, 2014 Radio Segment
October 18, 2013 Congress finally cut a deal 
October 7, 2013-Chicago Board of Trade
October 4, 2013-Political Fight in Washington
 August 23, 2013-The Price Of Money
August 8, 2013-Creation of the Stock Market
 August 8, 2013-International Markets
August 5, 2013 – July Review
 August 5, 2013 – AAA downgrades
July 22, 2013 – Partners
July 22, 2013 – Investing is A Journey
July 15, 2013 – Ben Bernanke
July 15, 2013 -Gas Prices
 June 10, 2013 – June in The Market
June 13, 2013 – Florida
May 31, 2013 – Retirement Planning
May 31, 2013 – Federal Reserve
May 31, 2013 – Saving for college!
May 20, 2013 – DOW at all time high!
May 20, 2013 – Creation of the Stock Market
April 12, 2013  What is ETF?
April 8, 2013  Earnings Report
 March 22, 2013  Radio Broadcast -Investment Industry
March 22, 2013  Radio Broadcast -Cypruss
 March 15, 2013  Radio Broadcast -Smart Phones
 March 15, 2013  Radio Broadcast -The Year Ahead 
March 8, 2013  Radio Broadcast -Dow All Time High
February 15, 2013  Radio Broadcast -State Of  The Union 
February 8, 2013  Radio Broadcast -Apple Stock
 January 28, 2013  Radio Broadcast -Super Bowl 
January 12, 2013  Radio Broadcast – New Year’s Resolutions
January 4, 2013  Radio Broadcast – Fiscal Cliffs 
December 12, 2012  Radio Broadcast -Interest Rates 
November 9, 2012  Radio Broadcast -Skittish Market 
November 7, 2012  Radio Broadcast -Elections
November 1, 2012  Radio Broadcast -Elections & Market
 August 16, 2012  Radio Broadcast – Mobile Phones
 August 10, 2012  Radio Broadcast – Investing in a company
 August 10, 2012  Radio Broadcast – Refinery Fire
 August 3, 2012  Radio Broadcast – AAA Rating
 August 3, 2012  Radio Broadcast – Jobs Report
 July 27, 2012  Radio Broadcast – Olympics
 June 8, 2012  Radio Broadcast – Current Market
 June 8, 2012  Radio Broadcast – Presidential Election
 April 23, 2012  Radio Broadcast – BRIC Nations
 April 23, 2012  Radio Broadcast – Baby Boomers
March 16, 2012 Radio Broadcast – Market Cap
March 16, 2012 Radio Broadcast – Stocks Strong in 2012
March 2, 2012 Radio Broadcast – Oil
March 2, 2012 Radio Broadcast – Technology
February 15, 2012 Radio Broadcast – IRAs
February 15, 2012 Radio Broadcast – Greece
February 7, 2012 Radio Broadcast – Super Bowl
January 23, 2012 Radio Broadcast – China
January 12, 2012 Radio Broadcast – Dividend Stocks
January 12, 2012 Radio Broadcast – Bonds
January 12, 2012 Radio Broadcast – 401k’s
January 5, 2012 Radio Broadcast – Stock Market
January 5, 2012 Radio Broadcast – Oil

Mike Frazier was a regular market commentator on Bay Area Bloomberg Radio 1220 am. Here are links to his weekly market insights and discussions:

6/5/2011 – “Firm Profile & Services”
5/29/2011 – “Global Markets intertwined”
5/22/2011 – “European Risk & Social Media Goes Public”
5/14/11 – “DOW 3 Year Highs – Correction Coming”
5/8/2011 – “Bin Laden Found”
5/1/11 – First Segment: “Bernanke’s unprecedented press conference”
5/1/11 – End Segment: “A client’s perspective with Bill”
4/24/2011 – “US on credit watch”
4/17/11 – “What’s in the price of oil?”

 

As Seen In Forbes

As Seen In Forbes

The ABCs of Bonds

The ABCs of Bonds

The ABCs of Bonds
by Jude Bedell

“The ABCs of Bonds is a primer. It is the first step on the path to understanding bonds. Many investors think bonds are too complicated and thus miss the opportunity bonds present for investment portfolios.

Through the simplicity of the 26 letters of the alphabet, Jude Bedell makes a logical case for bonds. A sophisticated investment becomes simple, practical, useable and potentially profitable.”

Buy the book on Amazon.

ABCs of bonds

The 123s of Retirement Planning

The 123s of Retirement Planning

The 123s of Retirement Planning
by Jude Bedell and Meredith Rosen

The 1-2-3s of Retirement Investing provides information on retirement planning with a simplicity that everyone can comprehend. This book uses easy-to-understand language to discuss an overview of retirement planning. Retirement investing can be as easy as 1-2-3 when you know what you are doing.

Buy the book on Amazon.

Screen Shot 2014-03-19 at 12.19.29 PM

TGIF-TV

TGIF. Bedell Frazier Investment Counselling. August 22, 2014

Radio

Mike Radio taping video

Investing Is a Journey

Thank God It’s Xmas!

Diablo Magazine

Diablo Magazine

Mike Frazier was selected as a Five Star Professional Wealth Manager again this year. We are so proud to have him recognized in this month’s issue of Diablo Magazine.

We have written two fabulous books to help you.

123s of Retirement Planning

The 1-2-3s of Retirement Investing provides information on retirement planning with a simplicity that everyone can comprehend. This book uses easy-to-understand language to discuss an overview of retirement planning. Retirement investing can be as easy as 1-2-3 when you know what you are doing.

123sbookphoto2

The ABCs of Bonds

The ABCs of Bonds is a primer. It is the first step on the path to understanding bonds. Many investors think bonds are too complicated and thus miss the opportunity bonds present for investment portfolios. Through the simplicity of the 26 letters of the alphabet, Jude Bedell makes a logical case for bonds. A sophisticated investment becomes simple, practical, useable and potentially profitable.

abcsbookphoto2

Reports

Weekly TGIF Reports

Weekly TGIF Reports

Here will be links to Weekly TGIF Reports

Research Reports

Research Reports

Here will be links to Research Reports

Contact Us

Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Speak to one of our investment professionals.