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 advisory services to individuals, high‑net‑worth clients, and corporations, and also offers advice on employee‑sponsored retirement plans. The firm manages a small number of client accounts and reports roughly $3.13 million in discretionary assets under management. The firm’s investment approach emphasizes tactical asset allocation driven by global intermarket analysis, sector trend and price‑pattern analysis, and a mix of fundamental and technical methods to pursue total return. Portfolios may include ETFs, options, equities, mutual funds, and bonds; the firm states it generally does not prioritize tax considerations and that its strategies can involve relatively high turnover. A distinctive feature is that Frazer Bay accepts performance‑based fees for certain qualified clients and has written policies intended to address the conflicts that can arise from side‑by‑side management. The brochure also discloses a 2018 regulatory consent order regarding maintenance of required net capital and notes that client accounts must be held at a custodian (currently Interactive Brokers), which may affect execution and custody arrangements.

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.

Name	Location	Years of experience
James Keelin	Burnsville, MN	31

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