A complete list of active advisors currently associated with Frazer Bay Investments L. L. C.

Warmer can help you find a great advisor at Frazer Bay Investments L. L. C. or one who fits your needs even better.

Frazer Bay Investments LLC provides discretionary investment management and securities advice to individuals, high‑net‑worth clients, and corporations, using a mix of ETFs, equities, options, mutual funds, and bonds. The firm manages a small number of client relationships and reports several million dollars in discretionary assets under management. The firm’s investment process emphasizes tactical asset allocation guided by global intermarket analysis, sector trend and price‑pattern analysis, and a blend of fundamental and technical research to seek total return. Frazer Bay typically manages accounts on a discretionary basis and also advises on employee‑sponsored retirement plans under a separate engagement arrangement. A distinctive feature is that Frazer Bay accepts performance‑based fees for qualified clients and uses a high‑water‑mark framework while managing performance‑fee and non‑performance‑fee accounts concurrently, with policies intended to mitigate conflicts of interest. The brochure also discloses a prior regulatory consent order concerning minimum net capital requirements and indicates recent updates to custody and disciplinary disclosures, which prospective clients may wish to review.

To learn more about the advisors currently working at Frazer Bay Investments L. L. C., 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.