Investment Management

Investment Management

Begin early, continuously invest as much as you can, and work with a professional wealth manager in whom you have confidence. At Frandsen Wealth Management & Trust, we focus on personalized portfolio management for you and your family. You can be involved as little—or as much—as you choose.

Regardless of your age or income, it’s important to create an investment strategy that is diversified and manages risk appropriately throughout the various stages of your life. We will constantly monitor your risk exposure to optimize growth during your earning years and preserve your wealth.

Investment Strategies
  • Individual and family investment and asset management
  • Investment and asset management for corporate boards and investment committees
  • Investment management for foundations, endowments, and nonprofit organizations
  • Customized investment policy, grant administration, and liquidation of assets for nonprofit organizations

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