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.
It's good that they have made something like these.
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