We provide independent, unbiased investment management and advice.
With Bradway Financial, there are no commissions, trading expenses or brokerage costs. As a Registered Investment Advisor we are a fiduciary committed to serving your best interest.
Our firm is built around the principle of alignment of interests. We manage your investments exactly the same way we manage our own. The only compensation we receive for our investment management is from you, which ensures that we consistently do only what’s in your best interests.
Investment Management
We take a patient, long-term approach to investing. Yet the investment landscape changes constantly – and your portfolio should, too. Our investment committee works hard to ensure that all portfolios are properly positioned to maximize returns and minimize risk.
We can manage all of your investments, whether it’s your workplace retirement plan, a college savings plan or an account held at one of our preferred custodians. We also manage an investment partnership for clients who would benefit from investments such as private equity and commercial real estate.
As an independent firm, we’re able to choose the best investment products and services from a full range of companies.
And because Bradway is a fee-based firm, we don’t accept commissions for our investment management services. Our only compensation comes from you. As a result, you get the unbiased advice you deserve.
Your investments are selected and managed exactly the same way we select and manage our own, which aligns our interests with yours.
We take this principle a step further when weighing investment options. We believe the single most important factor to consider is whether the managers of a fund or company have a significant personal stake in the business. When managers have “skin in the game,” their interests are aligned perfectly with investors’ interests. And they tend to manage in a way that positively affects the other important investment considerations, from performance and expenses to tax efficiency and fiduciary responsibility.
Of course, a high level of management ownership is only one of the factors we consider when building an investment portfolio. Our process also incorporates macroeconomic conditions, fundamental and technical analysis, as well as relevant investment-specific information. We are careful to insure that clients’ accounts are assigned to the Bradway portfolio that matches their philosophy and best meets their needs.
