Frazee Investment Consulting, Inc. is a Registered Investment Advisor providing comprehensive wealth management services to a select group of institutions and high net worth families.
The firm was founded in 1997 by William A. Frazee, a long-time CPA in Memphis. He started the firm at the urging of many of his friends and clients who were excited at the prospect of a trusted advisor who could manage and oversee their financial affairs. Our clients include individuals, trusts and retirement plans.
We believe our unique experience and unwavering commitment to our clients' needs set us apart in our industry.
All of our efforts are based on the tenets of honesty, reliability, transparency, objectivity and integrity. Above all, we pledge to always place the needs and interests of our clients first.
Our mission is simple — We exist to help our clients achieve their financial goals by providing outstanding investment management and objective advice on their financial affairs.