Investment Strategies
Unified Managed Account (UMA)
A long only, multi-asset approach, whereby stocks, bonds, mutual funds and exchange traded funds (ETFs) are purchased and sold on a discretionary basis for a client. A specific model portfolio is constructed in consultation with a client and investments are made with an eye towards tax efficiency. Generally the best approach for taxable accounts in excess of $500k in value.
Portfolio Management Account (PMA)
A multi-asset, multi-strategy approach where the client directs investment strategy while working directly with their Partner on an ongoing basis. This is primarily geared to the client who wants a “full service broker” experience, but with truly unbiased and objective advice. Important: We maintain discretion to execute and, under certain circumstances, act to modify strategy
Risk Model Portfolios
A long-only portfolio combining ETFs, mutual funds and individual stocks. This unique portfolio is managed to follow a model based on one of the Bradley & Company risk based models. It’s best suited for IRAs and other, non-taxable accounts or taxable accounts where capital gains taxes are not a major consideration.
Exchange Traded Fund (ETF) / Mutual Fund Portfolios
For several reasons, mutual funds may be the only appropriate or available investment for a specific account. This strategy is generally applied to client’s employer sponsored retirement plans or sub-accounts where the assets are not sufficient to make investing in ETFs advisable. A risk-based asset allocation model is implemented and we select the funds in the plan or on a brokerage platform.
Everett Capital Separate Account
Todd Hurlbut runs a similar long-only strategy to the one run in his hedge fund, Everett Capital. This is an aggressive, non-diversified approach for clients seeking maximum capital appreciation with a high level of capital risk.
Venture Stage Separate Account
Bradley & Company’s experience in venture stage transactions provides us with an opportunity to make speculative investments on some America’s most promising private companies. Working with you, we can help select some high risk, but potentially high return stocks – hopefully before they IPO or are acquired.
