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Bradley Associates: Portfolio Essentials

by bradleyassociates on Feb 10, 2011

Monitoring you portfolio is essential as the financial market changes strategies may change accordinly. Bradley Associates provides a monitoring service to make sure you and your investments are working.
How does it work?
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...Read More >>



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