How does it work?
An investment portfolio with Bradley Associates can contain investments from North America, Europe and Asia, including equities, IPO and managed funds. We will provide you with a direct line of access to your assigned portfolio manager so you can manage your portfolio at anytime.
What are the features?
• Regular Reporting: You will receive a consolidated report on a quarterly basis, which summarizes all aspects of your portfolio and performance for the period. These reports include a portfolio valuation, portfolio performance summary, distribution statement and investment transaction summary.
• Annual Tax Summary: You will receive an annual tax summary following the completion of the financial year to simplify the preparation of your tax return.
• Efficiency: The investment manager will concentrate on making quality decisions in a timely manner to optimize your portfolio.
What are the benefits?
• Simplicity: A single account that controls inflows and outflows from your portfolio and summarized reporting. You will only have one contact for all of your investments, rather than one contact per investment.
• Choice: The Private Wealth service offers a variety of well researched, built and managed portfolios consisting of both domestic and international investments.
• Control: You retain ownership of your investments, with full access to your money as required.
• Peace of mind: Private Wealth incorporates a custody and administration service ensuring your investments are being held and managed in a cost effective and professional manner.
• Value: All fees related to the investment portfolio are fully transparent so you know exactly what you will be paying for.
• Professional Management: You will have the benefit on an experienced investment team who are overseen by an Investment Committee. The investment portfolio team will manage your investment strategy. All portfolios are comprised of investments professionally selected and reviewed to ensure they are optimizing returns against the set criteria for each portfolio.An investment portfolio with Bradley Associates can contain investments from North America, Europe and Asia, including equities, IPO and managed funds. We will provide you with a direct line of access to your assigned portfolio manager so you can manage your portfolio at anytime.
