Strategic Portfolio
Bradway advisors develop model portfolios to implement their investment strategies. The model portfolios take advantage of current market opportunities while minimizing risk. Client accounts follow the model portfolio strategy but are tailored to your specific needs.
The core of the Bradway Strategic Portfolio is investments with top money managers who have the freedom to seek the most compelling opportunities in the U.S. and around the globe. This integrated portfolio is enhanced through the use of targeted investments aimed at specific opportunities.
Most mutual funds produce lackluster returns because they contain hundreds of stocks and are run by managers who don’t have their own money at risk. The mutual funds we select have long-term track records of outperforming their peers and benchmarks because the managers focus only on their best investment ideas and “eat their own cooking.”
Each manager brings a significantly different investment process to the portfolio, ranging from those who specialize in undervalued companies to those with a knack for spotting companies with a long runway for growth. This unique blend of investment philosophies, styles and strategies delivers diversification without dilution of returns. Our integrated portfolio strategy also means that we will use investments such as exchange-traded funds (ETFs), real estate investment trusts and individual securities when we want exposure to certain opportunities.
