DEVOTED TO THE BEST INTERESTS OF OUR CLIENTS
Bradley & Company builds long term relationships with its clients by helping them secure their financial future and manage their success. Using a 360° approach to wealth management, we look beyond investments to execute tailored strategies that encompass all aspects of our clients’ total net worth.
Let's Look Forward
See your first three months
with Bradley & Co
Your first three months with Bradley & Company
IT’S ALL ABOUT
THE CLIENT A customer service model built around you
As a boutique firm, we don’t force round pegs into square holes. Like to receive files by Dropbox®? We can do that. Prefer to get old-fashioned correspondence by mail? Not a problem. FaceTime® or Skype®? – You pick.
We will develop a service process that’s appropriate for your needs.
Already have an advisory network in place? We can work with them to enhance your plan and improve upon it.
Want to continue to manage all or part of your portfolio yourself, with us as your “co-pilot”? We can do that.
Want us to manage your investment portfolio for you, and build a portfolio of individual stocks, mutual funds and bonds? We can do that too.
Want something in between?
Hint: Most people do.
Michael D. Bradley, CFA
Managing Partner, Portfolio Manager
Michael is the founder of Bradley & Company. The portfolio management activities of the team are directed and executed by Michael. Prior to founding the firm in 2007, he was Vice President – Wealth Management and a Portfolio Manager with Smith Barney’s San Francisco Office…
Melissa Kirby, CFP®
Client Management Associate, Planner
Melissa has been in the Wealth Management field since 2008. Previously a part of YCMNET Advisers, she joined Bradley & Company in 2010. She is the team’s primary point of client communication and acts as a liaison between clients and financial institutions…
See How Our Wealth Management System Works
Watch a 2:30 minute video about our Wealth Management System:
“Life in a Box”
Watch a 2:30 minute video about the safety and security of our technology:
Safe & Secure
You’re gathering all your accounts and documents in one secure place
You’re getting a 360 degree view and truly organized.
Because different custodians probably hold your various brokerage, 401(k)s, and other types of accounts, keeping track of all your investment accounts is a challenge. We address that through state-of-the-art “account aggregation,” supported by safe and secure manual entry.
We will establish a secure online vault where we can upload your most important financial documents and access them everywhere.
With daily accuracy, we’ll pull the information from all your websites and keep a total view of all your assets in one place, in our private and secure client portal, and all without having to move accounts or change advisors.
We’re building a dynamic and comprehensive financial plan
When you can see everything you can plan for the long term.
Looking across (and through) all your accounts, you’ll finally be able to truly understand what you own.
Are you on track to achieve a comfortable retirement? Are you saving enough for our children’s education?
We can answer these questions in real time, collaborating with you on the web, on the phone or in person.
See a 7:30 video about how we work with CPAs to improve your tax efficiency and make tax time easier:
We’re Collaborating with your Other Advisors
Delegation when you need it, control when you don’t.
As your wealth manager, we’ll build relationships with your other advisors and financial professionals like mortgage brokers, accountants and attorneys to strengthen and enhance your experience with them. For example, we can provide secure documents to your tax advisors and can prepare reports in their preferred format.
Most importantly, good and regularly updated and aggregated data, with our insight, helps you develop a true, dynamic financial plan.
We’re Making sure you’re covered and properly insured
We’re reviewing your insurance coverages: Performing a gap analysis helps define where you’re under (and over) insured.
We’ll be your partner throughout your life in helping you determine what kinds of Property and Casualty, Life and Disability insurance you need, and then select and maintain your various policies..
As market conditions adjust, we’ll be executing or recommending adjustments in your portfolio, adding, reducing or eliminating positions in your holdings.
We’re Improving Your Portfolio
“A focus on new opportunities, a commitment to timeless value”
If you come to us with a mature portfolio, we’ll recommend adjustments and modifications based on our strategy. If you’re looking to build a portfolio, we’ll work across firms and platforms to construct one.
Through our partnership with Morningstar Associates®, we’ll leverage their impressive capabilities and independent research to look through all your investments and identify patterns overexposure to certain industries, companies or asset classes. We’ll identify the sources of high fees or tax inefficiencies and work with you to develop sound policies. And then we’ll execute and maintain your strategy across your various accounts.
WE’RE HITTING OUR STRIDE
Our ideal engagement…
is a lifetime.
For some, success was brought by luck. For most, it’s the product of long and dedicated work. We understand that you are unique and your accomplishments have brought you to this point.
We’ll collaborate with you, and your advisors, to manage and get the most out of your assets. We’ll evaluate your performance, and maintain tax efficiency. As circumstances change, we’ll work to change your strategy with you. As your ongoing partner, we’ll monitor your progress and leverage opportunities throughout your finances.
You make the big decisions. We make it simple.