Perspective Advisors, LLC

Marshall Fraser is a financial advisor at Perspective Advisors, LLC in Bartlesville, Oklahoma, with 12 years of industry experience. He holds a Series 65 designation and has worked with Seraph Capital Associates, LLC prior to joining Perspective Advisors. Fraser is also the manager of Elevate by Perspective GP, LLC, serving as general partner for the private investment fund Elevate by Perspective, LP. Perspective Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary portfolio management, financial planning, and selected accounting and tax services. The firm sponsors a private pooled investment vehicle and employs a combination of fundamental, quantitative, and technical analysis within a structured investment process overseen by an internal committee.

Nathan Barham is a financial advisor with Perspective Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, AIG American General Life Company, and Sutterfield Financial Group. Outside of advisory work, he is involved in community organizations such as the Ray of Hope Child Advocacy Center and the YMCA of Bartlesville, where he serves on the boards of directors, and he owns a Christian apparel company, IJN Wear, Inc. Perspective Advisors serves individual and high-net-worth clients as well as corporations and business entities, offering discretionary portfolio management, financial planning, and selected accounting and tax services. The firm sponsors a private pooled investment vehicle and employs a combination of fundamental, quantitative, and technical analysis with monthly account reviews, managing accounts primarily on a discretionary basis.