Our Strategy
Your guide to our complete One Strategy Process

A Fresh Approach

At Young & Frederick Investment Solutions we believe that choosing the right team of Wealth Advisors is one of the most important investment decisions you can make.

Your financial success, as well as that of your family, rests in finding and developing a strategy designed specifically to achieve YOUR goals. At Young & Frederick Investment Solutions our proprietary One Strategy Process™ was developed with this specifically in mind.

The approach we take to develop your plan for the future is unique and tailored to meet your personal and individual objectives. It is not a “canned approach” or a one size fits all solution. The One Strategy Process leaves you in control of your financial life with a positive outlook for the future. This confidence arises from understanding of where you are today and, more importantly of where you are going in the future.

Our approach also relieves you of the pressures of “watching the market”. Your portfolio and financial plan are driven by your long term goals, not the short term movements of the market, thus reducing the stock market to just one of the tools we use to help us achieve your long term goals.

At Young & Frederick Investment Solutions, we have reengineered the financial planning and portfolio management process. This web page, along with a DVD are designed to provide you with an overview of The One Strategy Process™. It is our hope that you will take the opportunity to compare our services to those of traditional advisors. Then you will see why we believe that selecting the right team of Wealth Advisors is the most important decision you can make for your financial future. Thank you for considering Young & Frederick Investment Solutions and we look forward to the opportunity to meet, and serve you.

Respectfully,

Stephen N. Frederick Ian Young
 

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In the business world, the rearview mirror is always clearer than the windshield.

Warren Buffett

 

One Strategy Video Guide

Wealth Mistakes RRSP Insurance RESP Portfolio Retirement Problems Estate Conclusion