At the Friese Group, our process starts with carefully building a profile based on a clear understanding of the client’s goals, risk tolerance, and financial position. We then merge the profile into the current investment climate and develop a unique plan that address the desired results at an acceptable level of risk. After implementation, the plan is monitored and results are reported regularly. Periodic meetings are conducted to review for any needed adjustments due to a change in risk tolerance, investment environment or life circumstances. In addition to broad, generalized planning, the Friese group offers two specialties.
Bill specializes in reviewing investments that generate income. The fixed income portion of a portfolio should be an integral part, not just an afterthought, constructed to anchor future needs for emergency funds and retirement. Crafted portfolios consist of tax-exempt municipal bonds, corporate bonds, treasuries and preferred stock.
Will specializes in planning for physicians at all stages of their careers. Will has 25 years of experience as a general surgeon, and was a founding member of a both a successful surgery center and a large surgical practice. Will knows firsthand the unique financial circumstances of the modern day physician. From long-term investments to college 529 allocations, Will is well positioned to provide tailored advice regarding the protection and management or their hard earned assets.
At the Friese Group, we build portfolios for you, with you.
