Summary

Friedrichs Asset Management LLC provides highly customized financial planning and portfolio management services The process entails completing one of the most sophisticated Financial Plans available using Financial Profiles, Inc. software. The results of the plan indicate the style of investment most suitable for you. The total fee for the Financial Plan is $2500. We then manage your investable assets, balancing your goals and risk tolerance, for an asset-based management fee.  We meet at least quarterly to go over results and any changes in your objectives.  Unless a specific time-intensive project comes up, as long as assets are managed with Friedrichs Asset Management LLC, we do not charge for ongoing updates to your Financial Plan.

Our Current Investment View

We believe, based on historically high Price-to-Earnings (PE) Multiples exhibited by the major U.S. Market Indices, that U.S. Markets are in a long term, or secular, bear market.  We believe that commodities such as Oil, Natural Gas, Gold, Silver and Uranium among others are in a secular bull market.  In order to take advantage of our views for our clients we invest using two strategies.  The first involves investing in companies in the business of exploring, mining and producing materials whose prices are in long term bull markets.  The second involves investing very conservatively in U.S. markets using a value oriented strategy that seeks high dividends and low PE multiples while pursuing investments in companies of similar characteristics overseas.

What can Friedrichs Asset Management do for me?

• Transform your unique financial objectives into personalized, comprehensive financial solutions.  We employ proven financial planning processes together with advanced financial planning software to accomplish this primary objective.
   
  
• Integrate your personalized financial plan with your privately managed investment accounts.  We help grow your net worth to the financial level necessary to assist you in meeting your unique goals uncovered during the planning process.
  
  
• Bring your broad financial planning and investment activities together in one place.  We serve as the primary point of contact for keeping you well informed of your financial progress. 
  
  
• Assist you in keeping your other professional advisors (such as your CPA and/or attorney) abreast of your financial plan and investment activities.  This enables all of your professional advisors to serve your best interests in a coordinated manner.
  
  
• Provide you with more time to spend on your most productive professional pursuits and personal interests.  We oversee the various day-to-day details of your financial plan and investment accounts, so you are free to devote your newfound time and energy on what is most important to you.

Why invest through a privately managed account with Friedrichs Asset Management?

•  Very simply, this enables you to overcome the most common flaw inherent to other investment vehicles and strategies – the lack of a sell discipline.  By gaining an experienced money manager with the ability to apply a consistent sell discipline to your investment accounts, capital gains can be actively preserved, reinvested, and compounded for potential growth.
  
• Your private money manager employs a rigorous investment selection process combined with a strict value-oriented buy discipline on your behalf.  We firmly believe that our approach provides a more prudent way for you to invest in today’s volatile global economic environment than a passive “buy and forget” approach offers.
  
• Your private money manager purchases the same securities for your accounts as he does for his own.  Your money manager invests along side you in the same securities when financial objectives are similar.
  
• Our economic interests as advisors are always aligned with your interests in preserving your capital and growing your investments.  The asset management fee we earn varies in direct proportion to the value of your managed investment accounts.  The fee ranges from 0.75% to 2.50% of assets depending upon the asset level and allocation within accounts.

How can I benefit by using a fee-based financial services provider?

• You can choose how you want to pay for advisory services.  Our financial planning services are provided on a flat fee, hourly fee, or project fee basis, depending upon your needs and personal preference.
   
• Your investment costs become easily quantifiable and predictable.  Your annual asset management fee is calculated as a percentage of the value of your managed investment accounts and is paid on a quarterly basis. 

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