FRASER ASSET MANAGEMENT

Overview

Fraser Asset Management is a small, independent registered investment advisory operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and appears to run discretionary portfolios: its entire reported asset base is discretionary. Investment activity is concentrated in public pooled vehicles—primarily mutual funds—rather than in-house, direct-stock trading or broad allocations to third‑party alternative managers. Fraser is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The client base is individual and family oriented, with service delivery aimed at straightforward wealth management and planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices