Henry Frenzel, Vice President/InvestmentsHenry E. Frenzel, CFP®, AAMS®
Vice President/Investments


Henry began his investment industry career in 200, and since the very beginning, has put his clients’ needs at the center of his practice and investment model.  With an emphasis on risk mitigation and family wealth distribution strategies, he spends a significant amount of time analyzing the global macro markets.  He believes global economies are highly correlated, and that invaluable information can be gleaned as a helpful precursor for future market behaviors. 

Taking a forward-thinking approach, Henry employs a flexible process that is responsive to the cyclical and longer-term secular cycles.  In this role, he seeks to mitigate downside risk to his clients’ portfolios in times of volatility and market turbulence.

Henry earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and the Accredited Asset Management Specialist® (AAMS®) designation from the College for Financial Planning.  Additionally, he successfully completed the Client Psychology Executive Education program offered by the Wharton School of the University of Pennsylvania and the CFP® Board Center for Financial Planning.

Henry is a proud father of two grown daughters who reside in the Philadelphia, Pennsylvania, area.  He lives in Red Bank, New Jersey, with his wife and three adopted dogs.