BRADLEY ASSOCIATES – How does it work? – multiply


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.



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

  1. Alanis Flue says:

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