A complete list of active advisors currently associated with Bradford Capital Management, LLC
Warmer can help you find a great advisor at Bradford Capital Management, LLC or one who fits your needs even better.
Bradford Capital Management is an independent registered investment adviser that serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers portfolio management (both discretionary and non‑discretionary), modular financial planning, and pension consulting services. The firm's investment approach emphasizes ETF‑based portfolios built using Modern Portfolio Theory with a passive asset‑allocation and regular rebalancing discipline. It provides written or oral financial plans on an hourly basis and tailors portfolio recommendations to clients' stated risk tolerance and objectives. The firm is notable among solo independent advisers for its pension consulting work and for serving charitable organizations — pension services are generally provided on a non‑discretionary basis and can include plan‑level fund selection, performance monitoring, participant education, and individual participant meetings. The principal holds CFP credentials and is separately licensed to sell insurance products, which can create the potential for commission‑based recommendations in addition to advisory services.
To learn more about the advisors currently working at Bradford Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Downers Grove, IL
| 23
|
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