$6.9 trn
UBS Group invested assets
As of 10/29/2025
"To our clients first and foremost: We thank each one of you for your trust, confidence, friendship and referral. You are not only what has made this fascinating journey worthwhile, but you are also largely responsible for our success." – Brad Frederickson”
For over three decades, Frederickson Capital Management Group has actively managed separate accounts for individuals, families, trusts, retirement funds, and businesses. As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, and specialize in the construction and management of equity and fixed income portfolios. We have helped clients build wealth wisely across multiple market cycles through the consistent application of our distinct and well-defined value investment philosophy.
The fads and fashions of the market change with regularity, and sometimes in dramatic fashion. We share a core set of beliefs that remain a fundamental part of our investment process that we believe apply through all environments. They provide us with the confidence that our clients' probabilities for success lean heavily in their favor. We seek to add additional value for our clients by educating them on the foundation of our equity investment philosophy.
Wealth brings with it many challenges and opportunities. We understand that each of our clients’ goals, circumstances, and measurements of success are unique. Our goal as your financial advisor is to help simplify the wealth management process and achieve your financial goals through effective portfolio management and advice. We believe our clients hire and stay with us not just because of our investment results, but because they are comfortable with our process and count on us for sound advice.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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