John Frye

CFA
Personal Finance, Retirement, Investing
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“With over 39 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.  While investment portfolio consist primarily of equities, we also use fixed income securities for clients whose objectives require increased income and reduced risk.  John Frye co-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:

$92 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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    Debt, Estate Planning, Choosing an Advisor, IRAs, Real Estate
How should a 22-year-old invest an inheritance of $210,000 and inherited Roth IRA of $375,000?

You have a lot of answers so I won't go over the same territory in this one.  My contribution is this:

You have been given the gift of financial security.  You now both have the opportunity to become something more than a nanny and a janitor.  Both of you, go get an education.  Find things you like to do and investigate job opportunities in those fields.  Build a skill set.  Don't be afraid to fail.  Continue to live within your incomes so your investments can grow, but work on building careers that will generate both high income and high satisfaction.  You won't live together forever, so use this time (when you don't have the expense of a home or family).  Good luck.

Oh -- and make sure that some unscrupulous significant other can't get their hands on your money.  That goes for both of you.  This may require legal advice, so get it before you part with any money or get involved in a relationship that might wind up being costly.

2 weeks ago
    Financial Planning, Retirement, Asset Allocation, Bonds / Fixed Income, Choosing an Advisor
Why should I pay someone one percent of my gross portfolio to do something that I could easily do using a few simple tools?
2 weeks ago
    Banking, Investing
What should I do with the extra income I will be earning from a promotion?
0% of people found this answer helpful
2 weeks ago
    Stocks
What should my ultimate goal be in a year after buying a long-term growth stock?
2 weeks ago
    Banking, Career / Compensation, College Tuition, Debt, Financial Planning, IRAs
Should I take advantage of my employer offering to pay for two years of schooling for me to receive a degree?
100% of people found this answer helpful
3 weeks ago