David Fraser’s legacy is the foundation of everything we do. His belief in integrity, excellence, and personal relationships lives on in every portfolio we manage. These same values are also embedded in our nonprofit-focused sister firm, Endowment Partners, demonstrating our holistic commitment to purpose-driven wealth management.
The Legacy
Fraser Asset Management serves high-net-worth individuals and families committed to preserving and growing wealth for future generations. Built on the legacy of Principal & Founder Diane Tuntland’s grandfather, David Fraser of Fraser Yachts, the firm embodies the values he championed: integrity, a relentless pursuit of excellence, and deeply personalized service.
Our approach is shaped by time-tested investment principles and a profound respect for each client’s journey. We navigate today’s complex financial currents with precision, foresight, and stability, much like both Diane and David did in their competitive sailing and entrepreneurial pursuits.
David Fraser on the cover of Sports Illustrated June 5, 1961
Diane believes successful investing requires equal parts discipline and empathy. She carries that wisdom into every client relationship, ensuring each financial plan reflects not just market insight, but the values and aspirations of the client behind it.
We liken our work to the art of sailing: requiring vision, skill, and the ability to adapt to ever-changing conditions. Just as yacht ownership demands constant stewardship and a steady hand, managing significant wealth calls for a partner who can anticipate challenges and steer confidently toward opportunity. Our leadership brings this mindset to every financial decision, offering clarity in complexity and calm in volatility.
For Fraser Asset Management wealth is not just measured in numbers, it is built on trust, guided by experience, and shaped with purpose.
