Torre Picasso, Madrid -- (SBWIRE) -- 04/12/2011 -- 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.

Bradley Associates: 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.

It takes discipline to see past this desire, allowing us to sell off any asset that has performed well and at the right time. This must be done with a view to re-investing the profits into a part of the portfolio that has performed less well.

This is a buy low, sell high approach, this is the target that every investor aims to achieve. By re-investing in your portfolio you can maximize its potential. This process is called rebalancing and it can be instrumental in ensuring that your portfolio and overall plan achieves the goal originally set down at the outset.

Your involvement in and understanding of Bradley Associates rebalancing process is critical. It reinforces our commitment to you and your financial health, as a result, you go away better informed, educated and secure in the knowledge your future is in safe hands.

Bradley Associates: The Company - From Bradley Associates' inception, its founders' core beliefs have remained a constant and defining aspect of the firm.

In a world of giant organizations with a broad array of services, there was room for a specialized firm with the highest levels of professionalism and integrity and senior-level attention to clients and relationships.

Bradley Associates: Private Services - Seasoned professionals who have extensive experience undertaking corporate finance transactions from within business consultancy practices run our Business Funding department.

Bradley Associates can supply business operations with assistance in business plans and also pass on management advice in support of applications for corporate finance. We are able to bring real and applicable knowledge to almost any type of corporate finance project.

Bradley Associates: Entrepreneurial - Strong management teams are the foundation of Bradley Associates' investment strategy.

When we invest, we look for management partners who have a proven track record in building a company, and a clear vision for taking that company to the next level.

Over the past 20 years, our investment partnerships have taken many forms

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Torre Picasso, Madrid -- (SBWIRE) -- 04/04/2011 -- Before anyone at Bradley Associates can make recommendations to our clients, we need to carry out our due diligence on the components of prospective portfolios.

Bradley Associates cannot recommend a particular stock, corporate bond or IPO without first assessing the security at the deepest possible level.

Due diligence is absolutely vital to making a sound investment. Due diligence carried out by Bradley Associates verifies any business opportunities that survives our initial screening stage. For capital investments, as few as 10-15% of proposals presented to Bradley Associates make it past our initial screening stage to the full due-diligence process, and only 10% of those will go on to receive funding.

Bradley Associates: Technical Analysis

To use plain English terms, the technical analysis carried out at Bradley Associates looks for the following in the price action of a security:
• Order
• Rhythm
• Patterns

We will assume that the price of the security at any one time is based on the market's perception of it.

We strive to look at all information pertinent to such as:
• Annual results
• Profit margins
• Earnings
• Rumors of merger or acquisition

Just like other markets (like real estate or supply and demand of commodities or services) patterns in the financial markets can be identified and studied.

History has shown us that these types of strategy have earned some very profitable results. Hindsight is never wrong. You may see a pattern as clear as day, but the problem with this is that it may be one pattern within hundreds of different products. Spotting these different patterns on a daily chart can take years of study to spot. For the average investor without the tools available that we at Bradley Associates can access, this can amount to the proverbial 'looking for a needle in a haystack'.

Bradley Associates: Fundamental Analysis
It is important that our analysis of a product takes into account complex fundamentals. Our analysts at Bradley Associates implement complex fundamental analysis. These complex fundamentals drive markets in both the short and long term.

At Bradley Associates our interest is in the long term so we focus on information like the company's sales, its debt, it's earning and so on.

This is what we call the Complex Forensic Analysis (CFA) of the process. CFA is where our analysts delve into the inner workings of the organization. We carry out a thorough assessment of their management team and how the business is run from top to bottom.

Bradley Associates carefully look at the industry sector involved as a whole. We will try to build a full and complete picture of the prospective company operating within the sector in question.

Bradley Associates: Continued 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.

This is a buy low, sell high approach, this is the target that every investor aims to achieve. By re-investing in your portfolio you can maximize its potential. This process is called rebalancing and it can be instrumental in ensuring that your portfolio and overall plan achieves the goal originally set down at the outset.

Your involvement in and understanding of Bradley Associates rebalancing process is critical. It reinforces our commitment to you and your financial health, as a result, you go away better informed, educated and secure in the knowledge your future is in safe hands.

Bradley Associates: Balancing Your Portfolio
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.

It takes discipline to see past this desire, allowing us to sell off any asset that has performed well and at the right time. This must be done with a view to re-investing the profits into a part of the portfolio that has performed less well.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Madrid, Spain -- (SBWIRE) -- 02/18/2011 -- 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 your tax return.

• Efficiency: The investment manager will concentrate on making quality decisions in a timely manner to optimize your portfolio.

What are the benefits?

• Simplicity: A single account that controls inflows and outflows from your portfolio and summarized reporting. You will only have one contact for all of your investments, rather than one contact per investment.

• Choice: The Private Wealth service offers a variety of well researched, built and managed portfolios consisting of both domestic and international investments.

• Control: You retain ownership of your investments, with full access to your money as required.

• Peace of mind: Private Wealth incorporates a custody and administration service ensuring your investments are being held and managed in a cost effective and professional manner.

• Value: All fees related to the investment portfolio are fully transparent so you know exactly what you will be paying for.

• Professional Management: You will have the benefit on an experienced investment team who are overseen by an Investment Committee. The investment portfolio team will manage your investment strategy.

All portfolios are comprised of investments professionally selected and reviewed to ensure they are optimizing returns against the set criteria for each portfolio.

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.

The Company - From Bradley Associates' inception, its founders' core beliefs have remained a constant and defining aspect of the firm.

In a world of giant organizations with a broad array of services, there was room for a specialized firm with the highest levels of professionalism and integrity and senior-level attention to clients and relationships.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm