Investment Management

We provide independent, unbiased investment management and advice.

Bradway Financial is a Securities and Exchange Commission Registered Investment Advisor. Unlike the big Wall Street firms and their broker-dealers, we’re legally required to act in the best interests of each client. We also happen to think that acting in your best interests is the right way – and the only way – to conduct business.

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.

Clients’ accounts are assigned to the Bradway portfolio that matches their philosophy and best meets their needs.

To learn about the Bradway Strategic Portfolio, click here.

To learn about the Bradway Tactical Portfolio, click here.

To learn about the Bradway Capital Insight Fund, click here.