Bradway Financial is an SEC Registered Investment Advisor, which allows us to provide unbiased investment management and advice. We charge a fee based on the assets under our management and the complexity of the management provided.

Client accounts are primarily maintained at Fidelity’s Institutional Brokerage Group. We consider Fidelity to be the best custodian from both fiduciary and technology perspectives. However, our Independent Registered Investment Advisor status allows us to manage investments at any other custodian or act as the advisor for accounts such as retirement and college savings plans.

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 considerations and technical analysis, as well as any fund- or company-specific information that may be relevant.