Private Banking

CASH MANAGEMENT

Select your favorite bank as your core cash account and plug into active FDIC-insured cash management. We'll work to maximize the rate of interest through active rate monitoring and auto-transfers between depository institutions. 

We'll also help you maintain regular payments, gifts and transfers; maintain fed fund and ACH networks; and facilitate bill payment through your bank of choice. 

OPTIMIZED BORROWING, RESIDENTIAL CONSTRUCTION AND MORTGAGE FINANCING

We manage liabilities of over $38 million for clients. We'll help you prepare your financial statements, applications, gather bids from various lenders, and negotiate the best rates. We'll analyze different offers and loan maturities to help you choose a solution that's compatible with your tax strategy, investment portfolio and estate planning. 

ACCOUNT AGGREGATION

Using aggregation technology from multiple providers and direct custodial downloads, we'll monitor your credit and loans alongside your financial assets, to prepare consolidated financial statements and performance reports across multiple institutions. All of this is available through a Bradley & Co. personal financial portal, or directly from the institutions themselves.