Bradford Capital Group

We are a dedicated team of qualified financial professionals providing comprehensive wealth management to Individuals and Institutions. We created Bradford Capital Group with a vision and purpose to serve clients for generations. We provide Investment Advisory Services, Private Wealth Management, Tax Optimization, and Retirement Planning. For Individuals... Investment Advisory Services We specialize in identifying outsized risks or gaps in your portfolio and strive to protect and grow your assets in varying market conditions. Private Wealth Management We focus on helping families address the complex, multidimensional challenges of managing significant wealth across generations. CEO Founders & Entrepreneurs We offer a suite of services including exit planning, pay check replacement solutions, and asset concentration risk mitigation. Tax Optimization Strategies We utilize advanced tax harvesting strategies to minimize tax implications across your all of your asset holdings. Retirement Planning We provide financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives. Cash Flow Analysis We model income, expenses, and portfolio gains to understand your long term financial cash flow options. For Institutions... Retirement Plan Sponsors We offer 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans using our unique service offerings to better support employees. Endowments & Foundations We partner with Endowments and foundations seeking help delivering on their mission by providing investments services with appropriate diversification and risk management strategies. Investment Policy Development We define a policy that establishes guidelines to keep all parties on track and aligned with investment goals. A proper Investment Policy aligned with a fiduciary will benefit all parties involved. Please see website for full disclosures

网站

www.bradfordcapitalgroup.com

Bradford Capital Group的外部链接

所属行业

投资管理

规模

2-10 人

总部

West Sacramento，California

类型

私人持股

创立

2010