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Portfolio Management

Bradley & Company adheres to a distinct investment strategy—designed around you.

The details of our investment philosophy:

Customized approach.

We begin by understanding your goals for the years ahead, your income needs, and the overall context of your situation from a financial planning perspective.

Open-architecture framework.

Our open architecture gives us a wide array of options to build portfolios that are liquid, diversified and tax sensitive.

Equity based.

Equities should act as the cornerstone of most investment portfolios. Our discretionary stock portfolios typically have 10-12 individual equities.

Focused on global leaders.

We make investments in companies that are dominant in their industries and innovators in their fields. They’re respected by their competitors and admired by their customers.

In designing your portfolio, we build from...

Top Stock Positions

in Bradley & Co. Client Portfolios

  1. Apple

  2. Amazon

  3. Walt Disney

  4. Alphabet Inc.

  5. Microsoft

  6. Berkshire Hathaway

  7. Starbucks

  8. JP Morgan Chase

  9. Costco

  10. Salesforce

As of March 31st, 2021 (Source: Form 13F)

Let us design an investment strategy for you.

The executives, entrepreneurs, individuals and families we work with come to us with significant means and are seeking out a tax-savvy solution to properly manage their wealth. Bradley & Company offers personalized portfolio design and management that is exclusively fit for our clientele.

Our straightforward philosophy is unique and focused on your individual goals.

Reach out to discuss how we can be of service.

Contact Us