BRADLEY ASSOCIATES – How does it work? – multiply

http://bradleyassociates.multiply.com/journal/item/4/BRADLEY-ASSOCIATES-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.

 

 

About these ads
This entry was posted in Business and tagged , , , . Bookmark the permalink.

One Response to BRADLEY ASSOCIATES – How does it work? – multiply

  1. Alanis Flue says:

    Well, resolving such issues is important because of many reasons.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s