Investment Strategies

Growth Account (GRO)
A long only, multi-asset approach, whereby stocks, mutual funds and exchange traded funds (ETFs) are purchased and sold on a discretionary basis for a client. This approach is generally best suited for clients with a long term approach and a tolerance for high volatility.

Fixed Income Account (FI)
For clients with a need to control volatility through the ownership of more conservative investments or with a need for current income, we offer a customized portfolio of taxable and municipal bonds, preferred stocks, mutual funds and exchange traded funds (ETFs) which we manage on a discretionary basis for a client. Our emphasis is on income generation and yield curve management

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 (CUS)
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 (ECP)
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. These portfolios are speculative and illiquid by nature and are only appropriate for investors with a high tolerance for risk.