Bradford Financial Services Corp

Overview

Bradford Financial Services Corp. is a small, fee-based wealth manager that mixes advisory work with broker-dealer and insurance distributions. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals, small businesses and institutions, and ancillary services such as selection of other advisers, publications and educational seminars. Its business model combines discretionary portfolio management with broker-dealer brokerage and insurance solutions, so clients often receive wrap-style investment management alongside product access through affiliated distribution channels. Investment activity is centered on pooled public funds and traditional fixed income, with the firm relying heavily on third-party managers when specialized strategies are needed. Bradford uses a mix of percentage-of-AUM, hourly and fixed-fee billing, and offers both discretionary and non-discretionary services. The firm is not identified as an ESG-active investor.

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Investments & Alternatives

Location & Offices