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Frederickson Capital Management Photo

"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.

Plans

Pursuing your goals together

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.

  • Robert Frederickson Photo

    Robert "Brad" Frederickson

    Managing Director–Investments

    Financial Advisor

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    Brad has 34 years of experience in Private Wealth Management providing portfolio management and advisory services.  Brad joined E.F. Hutton & Co in 1985 following the footsteps of two previous generations of Financial Advisors, his father & grandfather and now continues that tradition with his son, Jeff.  Brad joined UBS Financial Services in 2018 as a Senior Portfolio Manager and he is among a select group of advisors who are entrusted to manage client portfolios with discretionary authority through the Portfolio Management Program (PMP). As a past member of Wells Fargo Advisors Advisory Council for fee-based money management, Brad has regularly lectured before financial professionals and he has authored more than 90 investment white papers focusing on the foundation of his investment philosophy and process. Brad has been nationally recognized in industry financial magazines such as Research Magazine’s, ‘The Winners Circle’- Top Ranked Financial Advisors in America in January 20061 where he was chosen as one of California’s Top 75 Wealth Advisors and ‘Registered Representative’- A Custom Craftsman.

    [1] The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors.

    [2]Chairman’s Council is the highest level within the Premier Advisor Program.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors & reflects a high level of standards as measured by the firm’s criteria for revenue generation, educational attainment and client-service best practices.

    [3]Criteria was based on more than 7000 filtered nominations with each firm participating in the selection of their FAs according to the following criteria established by Research Magazine’s ‘The Winner’s Circle’: assets under management, revenues, experience, acceptable compliance records, community involvement, & client satisfaction (determined by conversations with management & client satisfaction reports).

        • Senior Portfolio Manager
        750 University Ave.
        Suite 250
        Los Gatos, CA 95032
      • Ronald Lohbeck Photo

        Ronald Lohbeck

        Managing Director–Wealth Management

        Financial Advisor

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        Ron’s investment career began in 1968. With 50+ years of securities industry experience, Ron has built his practice with a focus on traditional investments. By adhering to a philosophy of value and patience, he seeks to manage risk while maximizing returns. Ron has been actively building and managing stock and bond portfolios on a fully discretionary basis since becoming a licensed portfolio manager in 1994.

        Ron has served on the Board of Directors for Sutro & Company, was a featured columnist at Santa Clara County Magazine for over six years and spent several years teaching investment courses at local community colleges. After graduating from Bellarmine College Prep, Ron earned a Bachelor of Science degree in Commerce with a concentration in Economics from Santa Clara University.

        Ron and his wife Betty are natives of San Jose where they presently reside. Ron enjoys golfing, playing bridge, social and community activities and spending time with his family.

              750 University Ave.
              Suite 250
              Los Gatos, CA 95032
            • Jeffrey Frederickson Photo

              Jeffrey Frederickson

              Senior Vice President–Wealth Management

              Financial Advisor

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              As a fourth generation Financial Advisor Jeff Frederickson joined Frederickson Capital Management in 2014 to help grow the already thriving culture and client experience in place today. Prior to UBS Financial Services, in 2012 Jeff worked for Wells Fargo Advisors in San Jose, Ca as an independent Financial Advisor building his own book of business then eventually joining Frederickson Capital Management as a Partner in 2014. Prior to Wells Fargo Advisors Jeff worked for a rapidly growing Register Investment Advisor, Personal Capital out of their San Francisco, CA office.

              Jeff earned his Bachelor of Arts degree in Economics and Accounting from University of California Santa Barbara. He retains both the Series 7 and Series 63 FINRA licenses. He resides in Los Gatos, CA where he enjoys playing a variety of sports including golf, skiing, and running.

                    750 University Ave.
                    Suite 250
                    Los Gatos, CA 95032
                  • Rhett Hall Photo

                    Rhett Hall

                    Senior Wealth Strategy Associate

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                    After playing 8 years in the NFL (1991-1998) and winning a Super Bowl with the San Francisco 49ers, Rhett joined Frederickson Capital Management in 2002.  Rhett brings the same passion and desire that once drove his football career to his current and prospective clients.  Making a difference in people’s lives, along with the responsibility of managing client assets, with their goals in mind, is what makes Rhett passionate about his current career.

                    Rhett graduated from U.C. Berkeley in 1991, married his High School sweetheart Juli and currently resides in Morgan Hill. Rhett and Juli have four boys; Logan, Cade, Eli & Rhys.

                          750 University Ave.
                          Suite 250
                          Los Gatos, CA 95032
                        • Lilia Vaca Photo

                          Lilia Vaca

                          Senior Wealth Strategy Associate

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                          Lilia has over 28 years of securities industry experience. Her philosophy of building strong client relationships has always been the center of her practice. She enjoys working closely with clients to determine their individual needs and help to pursue their long and short term financial goals; thru a tailored and disciplined wealth management process.

                          Although a native “San Josean”, she currently lives in Gilroy with her husband and two children. Away from the office Lilia is active in her community. Over the 14 years at St. Mary School she has been of service as a member of the Mothers’ Guild and Chair committee for the school’s largest fundraiser; The Annual Auction. At St. Mary Parish she has been a facilitator for the RCIA program and Eucharistic Minister. She has also served as a Board of Director member for Good Karma Bikes and as a member of the Finance and Investment Committee’s for Notre Dame High School-San Jose.

                          After graduating from Silver Creek High School, Lilia attended San Jose State University studying Business Administration with an emphasis in Finance. She retains the Series 7 General Securities Registered Representative, Series 63 Uniform Securities Agent Law, Series 66 Uniform Combined Law, Investment Advisor Representative FINRA licenses and a California Insurance Agent (Health, Life, Variable Annuity and Variable Life) license.

                                750 University Ave.
                                Suite 250
                                Los Gatos, CA 95032
                              • Jefferson Bustarde Photo

                                Jefferson Bustarde

                                Client Associate

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                                  Jefferson began working in the industry with Ron as a college intern 10 years ago and has become an integral member of the client-services team. He graduated from San Jose State University earning a Bachelor of Science Degree in Business Management and Administration. Jefferson prides himself on paying meticulous attention to detail. He interacts with clients daily and helps make sure they receive the personalized attention and prompt, efficient service that is the hallmark of the Lohbeck Capital Management Group.

                                  Jefferson grew in up in Reno, NV until he moved to San Jose for college. He currently resides in Milpitas and enjoys hiking, traveling and experiencing new places.

                                        750 University Ave.
                                        Suite 250
                                        Los Gatos, CA 95032

                                      The Year Ahead - Sustainable Investing

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

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