Bedell Frazier Investment Counseling, LLC
Bedell Frazier Investment Counselling, LLC is a Walnut Creek, California-based Registered Investment Advisor (RIA) with over 40 years of experience in financial planning and investment management. The firm positions itself as a 'financial first responder,' providing wealth management services to individuals and families, focusing on long-term partnerships and personalized strategies. Their philosophy emphasizes integrity, service, adaptation to change, and putting clients' needs first, and they are widely recognized in their community and industry.
Investment Strategy
Bedell Frazier Investment Counselling develops personalized financial roadmaps and investment portfolios tailored to each client's unique needs and life stage. Guided by intellectual curiosity and active market analysis, the firm combines investment management with comprehensive financial planning, emphasizing resilience, adaptability, and long-term growth. Their approach includes close client engagement, dynamic asset allocation, and regular market commentary, seeking to foster confidence and guide clients through market fluctuations and life transitions.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.89% | $31.3M | 152,774 | $45.66 | $205.17 | -$3.4M |
A AMZN | AMAZON COM INC | 5.89% | $23.4M | 106,682 | $140.84 | $219.39 | +$2.4M |
G GLD | SPDR GOLD TR | 5.33% | $21.2M | 69,492 | $151.53 | $304.83 | -$22.9M |
M MSFT | MICROSOFT CORP | 3.50% | $13.9M | 27,918 | $190.23 | $497.41 | +$3.2M |
U UTF | COHEN & STEERS INFRASTRUCTUR | 3.32% | $13.2M | 489,893 | $23.51 | $26.95 | +$498.2K |