Bradley Associates: Portfolio Maintenance

Such is the importance of asset allocation to a client’s overall wealth management strategy that, in addition to our periodical reviews, we continually reconcile a client’s plan against their risk profile.
In doing this we are, in effect, double-checking our clients’ positions based on our extensive experience and their tolerance for risk.

Balancing Your Portfolio To Meet Your Needs

Balancing your portfolio is a feature of your plan that keeps it up to date and in line with your goals. At Bradley Associates we completely understand your need to keep on top of your investments. These are in effect your very own family jewels. However over zealous handling of any portfolio can often result in less than optimal results.