John Frye

CFA
Personal Finance, Retirement, Investing
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“With over 38 years of experience in the investment field, John Frye is Chief Investment Officer and a founder of Crane Asset Management LLC who oversees all aspects of Crane's investment and portfolio management process.”
Firm:

Crane Asset Management LLC

Job Title:

Chief Investment Officer

Biography:

Crane Asset Management LLC is a full-service investment counseling firm providing investment management services to private individuals, retirement plans, endowments, and charitable foundations. All accounts are managed on a discretionary basis. John Frye founded the firm in 2003, with a partner who remains Chief Operating Officer. They work with all of their clients to formulate a long-term investment strategy that will meet their investment objectives while addressing their risk profiles. Understanding their clients in this way enables them to develop unique plans based upon each of their clients’ needs to help them achieve their financial goals.

Before co-founding Crane Asset Management LLC, John served as Executive Vice President and Portfolio Manager at Renberg & Associates in Beverly Hills. He began his career with E. F. Hutton & Company in New York and subsequently worked with Alex. Brown & Sons in Baltimore. He received his Bachelor of Arts in Politics from Princeton University in 1977 and his M.B.A. from Columbia University Graduate School of Business. John holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Los Angeles.

Education:

BA, Politics, Princeton University
MBA, Finance, Columbia Graduate School of Business

Assets Under Management:

$81 million

Fee Structure:

Asset-Based

CRD Number:

849182

Disclaimer:

Crane Asset Management is registered with the State of California. A copy of Crane's Form ADV filing (Parts 2A and 2B) can be accessed here. In addition, Crane's Form ADV (Part 1) can be downloaded from the SEC's website. (Type in Crane's name in the field provided and follow the instructions on the site to download the information required.)

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    Retirement
Should I rebalance my lifecycle retirement funds so that they reflect the year I am retiring- 2020- rather than 2025 and 2030?

I am not a fan of lifecycle funds, because they operate under the assumption that everyone of a certain age ought to be invested the same way.  You are unique and different from millions of other people who were born in the same year, so your investment assets ought to be allocated to meet your needs and not theirs.

The most important factor in determining how your assets should be invested is the rate at which you plan to draw from them.  For example, if you have retirement funds in total of $2,000,000 and you plan to spend $100,000 per year for all living expenses, then $1.8 million is not likely to be needed over the next two years and should be invested for the long term -- in equities.  This represents 90% of your nest egg.  On the other hand, if you only have $500,000 saved, you have a completely different set of problems and certainly can't afford as much risk.  See what I mean?

Get in touch with an advisor on this platform and get their advice.  It will certainly make a big difference in your life.

3 days ago
    Personal Finance, Retirement Savings
How is the 4% rule that allows your savings to last 30 years impacted by Required Minimum Distributions that are greater than 4%?
3 days ago
    Banking, Financial Planning, Retirement, Investing
As an 18-year-old college student, how should I allocate my investments between retirement savings, liquid investments, and living expenses?
60% of people found this answer helpful
3 days ago
    Mutual Funds
If I want to pull my money out of mutual funds during a market correction, where should I move them to avoid a dip in value?
50% of people found this answer helpful
2 weeks ago
    Debt, Estate Planning, Investing, Taxes
Should we invest, or pay off our debt, with an expected inheritance of $25,000 to $30,000?
60% of people found this answer helpful
2 weeks ago