Frequently Asked Questions
We hope that this list of common questions is helpful. We would be happy to answer any additional questions you have.
The Firm
What does an Investment Advisor do?
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What is your investment philosophy?
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Do you consider taxes in your investment strategy?
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What makes Bradley, Foster & Sargent distinctive?
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How does a money manager like Bradley, Foster & Sargent differ from traditional securities brokers?
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How long has Bradley, Foster & Sargent managed client accounts?
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What are the advantages of hiring an investment management firm like Bradley, Foster & Sargent?
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How are you compensated?
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Who at Bradley, Foster & Sargent will manage my portfolio?
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Do you handle bond and other fixed income instruments?
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What is your portfolio turnover?
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Who owns Bradley, Foster & Sargent?
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Are you a broker-dealer?
Are you a broker-dealer?
The Client
Who can benefit most from the services at Bradley, Foster & Sargent?
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I want to be sure my personal information is kept confidential. What protection is afforded by your Privacy Policy?
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How do I get started?
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How often do you communicate with me?
We encourage regular communication. We welcome telephone calls and meetings with our principals and portfolio managers. Also, you receive quarterly reports detailing your portfolio holdings and current market value as well as periodic written market commentaries.
The Account
How do I track what is happening to my account?
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Do I have to liquidate the securities in my portfolio before transferring my assets to Bradley, Foster & Sargent?
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Where are my assets held?
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How do I access my account?
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Who custodies my assets?
Your accounts are held in custody by qualified custodians. We do not act as a custodian and do not take custody of your cash or securities.