What We Do


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. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
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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.
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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

Mike Frazier

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.


Contact Us

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

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