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about usOur MissionFraser Management Associates is committed to the application of a thematic-based, contrarian discipline of independent thinking to produce superior long-term investment results, and to providing a high level of client service including clear and timely communication.Firm SummaryFraser Management Associates is an employee-owned independent investment management firm. Headquartered in Burlington, Vermont, we manage equity and fixed income portfolios for institutions and private clients, both directly and through financial intermediaries. Investment management is our sole focus and passion. We apply the Theory of Contrary Opinion to the investment management process, and we stand apart from traditional money managers in many respects.We are a boutique firm that provides responsive and personalized service. We are large enough to have the resources to effectively manage investment portfolios, and small enough so we have the capacity to ensure that every client will receive the attention they expect and deserve. What Makes Fraser Different?• Contrarian Philosophy: Our value is derived from our identification of overlooked and under-appreciated trends. We study human behavior, market psychology, and global and industry trends, applying our findings to the security selection process.• Correlation: Our portfolio has very low correlation to the market and other funds and money managers. • Access: We offer direct, open access to our team of investment professionals. • Experience: We have a proven team with over 68 years combined investment management experience. • Location: We have offices in Burlington, VT, Charleston, SC, and Charlotte, NC. We are geographically removed from the “groupthink” of most money managers. Click Here to be linked to our Form ADV Part II (Adobe PDF file) Click Here to be linked to our ADV Schedule F (Adobe PDF file) Press Releases
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309 South Willard Street - Burlington, Vermont 05401 - 802.658.0322 |
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