YOUR CONSCIOUS CAPITAL COLLABORATION PARTNERS
- At J. Bradford, we believe in Conscious Capitalism and we believe that it is absolutely possible to invest in a manner that aligns with our values and to also achieve our investment goals and objectives.
- Further, we believe that companies who do right by their employees, customers and suppliers will do better in the long-run.
- We offer environmentally friendly, socially responsible or other value aligned Investment Management and we don't charge more for clients wishing to invest in an environmentally friendly and socially responsibly way.
- We are fee only, investment fiduciaries and we will collaborate with you and work with you to build a personalized plan and a portfolio of companies that you can feel really good about investing in that also builds financial security.
- We also strive to incorporate other key investment best practices such as risk management, proper risk tolerance, asset allocation, diversification, re-balancing and holistic financial planning.
- We have the friendly attitude you expect and the service you need - from customized portfolios, to portfolio evaluations, to research, we can help!