What motivates you in your work?
I really get excited about helping clients align their financial planning with the things that are most important to them.
Bio
Fred Frey is an Investment Advisor Representative focused on providing clients with long-term investment management and wealth planning strategies.
His portfolio management approach focuses on a combination of discipline and the perspective of experience. He takes a great deal of personal satisfaction from helping turn his clients’ “money worries” into solutions so they can enjoy doing the things they truly love.
A graduate of the University of Virginia, Fred spent five years in the US Navy as an A-6 Bombardier/Navigator. He also holds a graduate degree from Old Dominion University.
Fred has served on a number of Austin area charitable boards and committees. He is currently involved with Austin Shakespeare and TRC High Performance.
When he’s not advising clients, Fred can be found rowing on Lady Bird Lake with the Texas Rowing Center’s masters rowing team or somewhere off traveling with his wife, Julie.
It may sound counterintuitive, but the ultimate goal of wealth management is not to maximize the dollar value of one’s investment portfolio. Whether it’s quantifying the amount needed for financial security or how much one can afford to give to make the world a better place, the true goal is to ensure one’s portfolio works in concert with one’s personal values.
Q&A
What’s one common financial mistake you help clients avoid?
The biggest mistake I help clients avoid is making the decision to get out of the market when stocks are performing poorly. I work hard to help them see that their plan anticipates periods of negative market returns, so they can have the confidence to stick to their long-term objectives.
What’s one experience that’s on your “life list” you haven’t done yet?
I would like to visit the seven continents. Four down, three to go.
Insights from Fred
Financial Planning
Trump Accounts, SpaceX, and the Role of Illiquidity in Portfolios
Tax Optimization