A Partnered Approach To Life’s Transitions

We are here to guide you through life’s transitions and all of the difficult questions and decisions that come with it. Whether you’re thinking about retiring, starting to build your financial future, saving for education, ready to sell your business, or coping with the loss of a loved one, we have the expertise and resources to help you understand your options and to make the best decisions for yourself and your family.

We are set apart by our business philosophy, which focuses on our clients, on the community, and on the market.

Frey Masterson Logo

WE
INVEST
IN
YOU

WE
INVEST
IN
YOU

Before you invest with us, we make an investment in you. We begin by evaluating your unique situation, financial objectives and income needs. We create a comprehensive financial plan that accounts for your current and future financial goals, including retirement savings, tax planning, efficient investing, inheritance, life events and more. We put your action plan in place and provide long-term, personalized investment management to help bring your objectives to life.

We approach our client relationships through three steps of engagement:

We learn about you, and we give you the opportunity to learn about us. We encourage you to ask us questions in order to understand our shared values and how we can best work together to meet your needs.

We present a financial plan. We create a customized road map that will enable you to reach your financial and lifestyle goals. Our goal is to cultivate a long-term relationship with you to ensure your plan is attainable, every step of the way. We explain to you the plans and investments that match your goals; we identify ongoing risks; and we make adjustments to your plan as your needs — or the market — changes.

We educate you. Once you’ve comfortably and confidently made your investment, we maintain a focus on your success through the following approach:

  • Using an institutional process to focus on how to strategically achieve your goals.
  • Securing the right asset allocation, as driven by your plan. We manage risk, not return.
  • Leveraging the research of Raymond James Asset Management Services to analyze specific metrics regarding costs, performance and more; and to stay on course with your financial plan and wealth management.

INVEST
IN
THE
COMMUNITY

We Have A Passion For Our Community

Frey Masterson Investment Advisors has proudly invested over $100,000 into non-profit organizations since our founding. We are committed to supporting the community in which our clients and our team members live and work. We believe that when we are able to better our community, we are able to better our own lives and the lives of our clients.

We proudly support these non-profit organizations both monetarily and by dedicating our time to further their causes.

Temple Beth Logo
St. Pete Clinic Logo
First Tee St. Pete Logo
Habitat For Humanity Of Pinellas Logo
Shorecrest Logo
Give Hope Logo
PAL St. Pete Logo

The Frey Masterson team takes pride in offering their support to the community not only monetarily, but also hands-on where it is needed the most. Check out their latest Habitat For Humanity mission below.

*Raymond James is not affiliated with, and does not endorse any of the above listed organizations.

Habitat For Humanity Participation
Habitat For Humanity Participation
Habitat For Humanity Participation

INVEST
IN
THE
COMMUNITY

INVEST
IN
THE
MARKET

Our market investment strategy on your behalf is driven by a disciplined, four-step process:

STEP 1

Capital Market Assumptions

We use comprehensive, validated research from Raymond James Asset Management Services to understand the balance of risk and return that is associated with each asset class.

STEP 2

Asset Allocation

We leverage the findings of our asset team to apportion your assets.

STEP 3

Investment Selection

We utilize the various investment solutions that are available in order to customize an investment portfolio that’s right for you. This selection is based solely on the risk assessments; our fees are not impacted by the location of your assets.

STEP 4

Ongoing Consulting Process

We actively monitor our clients’ portfolios as part of our goal to provide a personalized and consultative approach to investment management.