Frazier Investment Management has launched a new practice aimed at advising entrepreneurs, families and businesses.
Founder Steven Frazier, AIF, formerly a financial advisor at Stifel, Nicolaus & Co, will lead the firm’s investment management practice, while his colleague, Michael Jilling, CFP of Jilling Wealth Management, will serve as a strategic partner.
“I admire the transparency and objectivity of independent platforms,” says Frazier. “Our objective structure and access to comprehensive investment strategies gives our clients confidence in our planning process and the advice we offer.”
Frazier will utilise his industry experience, a calculated client process, top tier research and an independent advice platform. Through the use of contemporary financial tools and technology, Frazier Investment Management offers business owners, families and individuals a service fit for the modern investor.
“I’m excited to bring this forward-thinking model to clients in Rhode Island and across the country,” says Frazier. “At Frazier Investment Management, our goal is to raise the bar for financial advice, delivering a transparent, progressive and collaborative process that produces exceptional results.”