A complete list of active advisors currently associated with Fraser Asset Management

Warmer can help you find a great advisor at Fraser Asset Management or one who fits your needs even better.

Fraser Asset Management serves individual clients who meet suitability standards for portfolios that include option strategies, providing continuous discretionary investment management and written financial planning on topics such as retirement, cash flow, and college savings. The firm charges percentage-of-AUM fees and maintains a stated account minimum of $50,000. The adviser employs both fundamental and technical analysis and uses a mix of active and passive techniques to construct portfolios, with an emphasis on incorporating option and derivative strategies (for example collars, spreads, strangles and other option combinations) across client accounts. The brochure notes that option strategies are intended to be used in all accounts and describes the specific risks of those derivative strategies alongside more traditional market and security risks. Notably, the firm is a very small, single‑advisor practice with a limited client base and the principal allocates a majority of their time to a separate registered advisory business that manages nonprofit endowments, which may affect capacity and availability. The principal holds a Certified Investment Management Analyst credential, the firm uses the Charles Schwab institutional platform for custody and block trading, and it does not vote client proxies (clients retain proxy voting responsibility).

To learn more about the advisors currently working at Fraser Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.