David Brady

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Provides motor vehicle, home, property, life and health insurance services

Functions as a College/University

Functions as a College/University

Functions as a College/University

Brady is an active portfolio manager who aims to construct a custom portfolio with the dual purpose of achieving superior risk-adjusted performance while meeting their socially responsible screening criteria. The firm conducts 100 percent of the research that leads to indubitable security selection. Brady invests with a long-term horizon and aims to keep portfolio turnover low. The firm has equity and balanced investment strategies designed to grow clients’ account assets over the long run.