Rooted in Legacy. Built for the Future.
Fraser Asset Management serves high-net-worth individuals and families who desire a more thoughtful and personalized approach to wealth management. Founded by Diane Tuntland and inspired by her grandfather, David Fraser, the legendary founder of Fraser Yachts, the firm embodies a legacy of integrity, excellence, and strong personal relationships.
David Fraser adeptly navigated the high seas and financial markets with disciplined precision, a legacy that Diane carries forward today. From early lessons in investing at his desk to the founding of an independent firm in his honor, Fraser Asset Management stands as a testament to his enduring beliefs in trust, stewardship, and personalized service.
Diane’s journey to founding Fraser Asset Management was by no means a traditional path. Learning the value of investing from a young age, Diane has been investing since childhood, and her passion and knowledge of capital markets gave her the freedom to pursue her childhood dream of becoming a professional ballerina. The discipline and dedication it took to realize her dream of professional ballet are two of the most important skills she still relies on today in serving her wealth management clients. Diane’s drive to show up every single day to do better than the day before shines through in her work and her relationships.
A Tailored Strategy for Every Journey.
Our investment philosophy is grounded in time-tested principles and designed to meet our clients' evolving needs. We believe proper wealth management goes beyond asset allocation; it is about aligning your capital with your life’s values, responsibilities, and ambitions.
Shaping legacies with care, clarity, and purpose.
We take pride in being independent. This independence means we do not offer cookie-cutter portfolios, engage in product pushing, or create unnecessary bureaucratic obstacles. Partnering with us means direct access to Diane and a seasoned team of professionals committed to guiding every step of your financial journey.