BRADLEY ASSOCIATES - How does it work?
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BRADLEY ASSOCIATES - How does it work?

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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 ...

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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BRADLEY ASSOCIATES - How does it work? BRADLEY ASSOCIATES - How does it work? Presentation Transcript

  • http://www.dailymotion.com/video/xs b0p3_gaagiisanders-bradley- associates-madrid_news
  • How does it work?An investment portfolio with Bradley Associatescan contain investments from North America,Europe and Asia, including equities, IPO andmanaged funds. We will provide you with adirect line of access to your assigned portfoliomanager so you can manage your portfolio atanytime.
  • What are the features? Regular Reporting: You will receive aconsolidated report on a quarterly basis, whichsummarizes all aspects of your portfolio andperformance for the period. These reportsinclude a portfolio valuation, portfolioperformance summary, distribution statementand investment transaction summary. View slide
  • Annual Tax Summary: You will receive anannual tax summary following the completion ofthe financial year to simplify the preparation ofyour tax return. View slide
  • Efficiency: The investment manager willconcentrate on making quality decisions in atimely manner to optimize your portfolio.