40 years in business has taught us one thing:
“Experience Counts”.

Judith Bedell, Founder

Investment Management

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. We are independent SEC-registered investment advisers which means we act in the best interest of our clients at all times.

Financial 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 especially retirement planning , estate planning , 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 managing money. It’s important your money works 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.


40th Anniversary Gala

On Friday May 29, 2015 we held our 40th Anniversary Gala. Over 250 people attended the Star Wars themed event. Please check out the video and photos from the event.

Photobooth Album

 Click here for more photos.

Event Photos Album

Click here for more photos.

Videos

We’ve created short video segments to introduce you to our team and give you more information about Bedell Frazier Investment Counselling. We update with new videos, so please check in often.

Reports

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 over 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 quoted in Bloomberg, Reuters and the Wall Street Journal, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV. He has been named a multi-year 5-Star Investment 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, and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the Animal Rescue Foundation and Save Mt. Diablo. 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, CRPC

Nancy Tredwell, CRPC

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 25 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, CMT

Mike Harris, CMT

Portfolio Manager and Chartered 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. In 2014 Mike became a Chartered Market Technician.

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.

Matt Weaver, CFA, FRM

Matt Weaver, CFA, FRM

Portfolio Manager

Matt received Bachelor’s degree in business from Belhaven University in Jackson Mississippi. He holds professional designations of Chartered Financial Analyst and Financial Risk Manager.

Matt joined Bedell Frazier in 2014 as a Portfolio Manager. Prior to joining Bedell Frazier, Matt was an Investment Strategist at Wells Fargo where he worked with clients to create allocation strategies and build portfolios to meet client investment objectives. He enjoys building relationships and learning about new clients.

He and his wife Jill reside in Dublin with their two young sons.

Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Portfolio Manager

Bedell Frazier recently had the good fortune of welcoming Investment Counselor Debbie Mitchell to the team. She comes to BFIC with over 17 years experience in the investment industry as a portfolio manager and research analyst for a local investment advisory firm. Debbie’s career path began in the field of social work. But, after several years as a social worker she discovered a keen interest in working with investment portfolios and financial planning. She has a Master of Social Work degree from California State Long Beach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Steve A. Noroian

Steve A. Noroian

Senior Advisor

After more than three decades in the investment management business, Steve Noroian believes the investment team concept, driven by quality in-house fundamental research, can ensure long-term investment success. On March 17, 1986, he founded Noroian Capital Management based on that principle. Steve began his investment career in 1964 at Crocker National Bank where he had direct investment responsibilities for tax-exempt institutional assets, including Cracker’s pension plan. In 1972, he joined Sutro Capital Management, a division of Sutro & Co. Subsequently, he was Chief Investment Officer of Vestaur-San Francisco, First Pennsylvania Bank’s West Coast institutional and private money management division. Steve is a member of the CFA Institute and CFA Society of San Francisco.

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 over 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 quoted in Bloomberg, Reuters and the Wall Street Journal, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV. He has been named a multi-year 5-Star Investment 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, and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the Animal Rescue Foundation and Save Mt. Diablo. 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, CRPC

Nancy Tredwell, CRPC

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 25 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, CMT

Mike Harris, CMT

Portfolio Manager and Chartered 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. In 2014 Mike became a Chartered Market Technician.

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.

Matt Weaver, CFA, FRM

Matt Weaver, CFA, FRM

Portfolio Manager

Matt received Bachelor’s degree in business from Belhaven University in Jackson Mississippi. He holds professional designations of Chartered Financial Analyst and Financial Risk Manager.

Matt joined Bedell Frazier in 2014 as a Portfolio Manager. Prior to joining Bedell Frazier, Matt was an Investment Strategist at Wells Fargo where he worked with clients to create allocation strategies and build portfolios to meet client investment objectives. He enjoys building relationships and learning about new clients.

He and his wife Jill reside in Dublin with their two young sons.

Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Portfolio Manager

Bedell Frazier recently had the good fortune of welcoming Investment Counselor Debbie Mitchell to the team. She comes to BFIC with over 17 years experience in the investment industry as a portfolio manager and research analyst for a local investment advisory firm. Debbie’s career path began in the field of social work. But, after several years as a social worker she discovered a keen interest in working with investment portfolios and financial planning. She has a Master of Social Work degree from California State Long Beach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Steve A. Noroian

Steve A. Noroian

Senior Advisor

After more than three decades in the investment management business, Steve Noroian believes the investment team concept, driven by quality in-house fundamental research, can ensure long-term investment success. On March 17, 1986, he founded Noroian Capital Management based on that principle. Steve began his investment career in 1964 at Crocker National Bank where he had direct investment responsibilities for tax-exempt institutional assets, including Cracker’s pension plan. In 1972, he joined Sutro Capital Management, a division of Sutro & Co. Subsequently, he was Chief Investment Officer of Vestaur-San Francisco, First Pennsylvania Bank’s West Coast institutional and private money management division. Steve is a member of the CFA Institute and CFA Society of San Francisco.

Investment Counselling

Timeline

Please use the arrows below to scroll through our timeline.

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

Archive

Charitable Contributions

Charitable Contributions

For Immediate Release

Walnut Creek, CA. June 30, 2015
Media Contact: Meredith Rosen, info@bedellinvest.com

BEDELL FRAZIER PRESENTS ONE MILLION DOLLAR DONATION
It’s an exceptional day when money managers get to donate one million dollars for medical
research. This week, that is exactly what happened when Meredith Rosen and Jude Bedell of
Bedell Frazier Investment Counselling went to the University of California Medical Research in
San Francisco. Meredith and Jude presented the University with a check for one million dollars
to build and staff a new research lab dedicated to curing Pulmonary Fibrosis. PF touched the
family of Virginia Harroun, a beloved client of Bedell Frazier Investment Counselling. Following
her death 10 years ago, BFIC carried out her wishes by creating a charitable Foundation
administered by Bedell Frazier. Donating money to a worthy cause is one of the greatest
rewards of smart money management.

ABOUT BEDELL FRAZIER INVESTMENT COUNSELLING
For 40 years, Bedell Frazier Investment Counselling has provided the highest level of Wealth
Management to its clients. Offering Investment Management, Financial Planning and Smart
Money Solutions, BFIC specializes in services for every stage of your financial life. Started in
1975 by entrepreneur Judith Bedell, BFIC makes sure your money works as hard as you do.

Bedell Frazier Investment Counselling
200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
Primary: (925) 932-0344
Secondary: 1-800-783-0344
Website: www.bedellinvest.com

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Broadcasts

Broadcasts

Radio Broadcast – Jan 9th 2015 Market Update
Podcast – ‘Twas The Night Before Christmas
December 19 2014 – Stock Market Update
Podcast IRA, 401K Saving!
Radio Broadcast: Strong US Dollar

Radio Broadcast – Market Jitters
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

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.

TGIF-TV

TGIF. Bedell Frazier Investment Counseling. Bernanke


TGIF. Bedell Frazier Investment Counseling. August 22, 2014

Radio

Mike Radio taping video

Investing Is a Journey

Thank God It’s Xmas!

Contact Us

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

Get in touch with us