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.
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:
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.
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.
Our market investment strategy on your behalf is driven by a disciplined, four-step process:
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.
We leverage the findings of our asset team to apportion your assets.
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.
Ongoing Consulting Process
We actively monitor our clients’ portfolios as part of our goal to provide a personalized and consultative approach to investment management.