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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1450 Harbor Blvd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- West Sacramento, California
Bradford Capital Group Questions
Bradford Capital Group's website is http://www.bradfordcapitalgroup.com
Bradford Capital Group's LinkedIn profile is https://www.linkedin.com/company/bradford-capital-group
Bradford Capital Group has
4 employees.
View email and phone details for 4
employees at Bradford Capital Group.
Bradford Capital Group's industry is
Investment Management
Bradford Capital Group's top competitors are
Dca Partners,
Bradford Capital Management Llc,
Tcb Industrial,
Petrovich Development Company,
Oakwater Capital,
L5 Investments,
Bradford Lane Capital Llc,
Bradford Energy Capital, Llc,
Buzz Oates,
Bradford Capital Partners.
Bradford Capital Group's categories are Investment Management
Bradford Capital Group's founding year is 2010
