Bradway Financial is a SEC Registered Investment Advisor allowing us to provide unbiased investment managment and advice.
Client accounts are primarily maintained at Fidelity’s Institutional Brokerage Group. However, we do have the ability to work with any other custodian or act as a third-party advisor on accounts, such as retirement and college savings plans, that cannot be held with our firm.
Our disciplined approach to investment management ensures that investment allocations will match your objectives.
The process begins by determining an appropriate allocation among various asset classes. This allocation is typically implemented using the absolute best no-load, load-waived and institutional mutual funds available.
Accounts are consolidated on a daily basis in order to monitor and adjust allocations. Quarterly consolidated performance reports are delivered to you, along with an analysis of portfolio allocation by asset class. Accounts are rebalanced quarterly, and investments are changed as needed to accommodate changes in your life, the economy and the financial markets.