Private Wealth

Inflation and interest rates are the most important considerations in ensuring long-term financial security. We believe the primary goal of investing is to provide a steady source of growing income and long-term capital appreciation, so that our clients can maintain the lifestyle they seek during retirement.

Our investment process strives to deliver superior investment returns, while safeguarding the value of the investment portfolio. The solid long-term returns results speak for themselves.

Client portfolios are managed on a continuous basis by Leon Frazer’s team of experienced investment professionals. Your Leon Frazer representative will contact you regularly through phone calls and written correspondence, providing you with a quarterly update of your investments. So, while you’ll be free from making the day-to-day investment decisions, you’ll never lose touch with important information.

Read more about Leon Frazer’s fee schedule.

Learn more about how we keep you informed

Leon Frazer Funds – Financial Statements