Bradford & Marzec − Who We Are

Bradford & Marzec LLC, founded in 1984, manages fixed income portfolios utilizing a dynamic, long-only investment style. With each economic cycle the Firm’s top-down, relative value process seeks to add excess return by shifting between fixed income sectors. The efficacy of that process, refined over many economic and financial cycles, has proved its resiliency.

We invest directly in the cash bond markets with limited use of derivatives. Our size and focus on liquid securities enable quick and meaningful implementation of our portfolio strategies. We are able to shift among sectors without adversely affecting pricing in most market conditions. Counterparty risk for our clients is minimal given our limited use of derivatives.

Our Senior Portfolio Management team averages more than 31 years of investment experience and has worked together for more than 18 years.

Latest White Paper - "Waking from the Euro Dream"

May 19, 2010 White Paper - "Why The Euro May Fail"

Directions to our office

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Product Profiles

Institutional − Core 1Q 2012

1Q 2012 Institutional Core Product Profile.

Institutional − Core Plus 1Q 2012

1Q 2012 Institutional Core Plus Product Profile.

Institutional − High Yield 1Q 2012

1Q 2012 Institutional High Yield Product Profile.

Private Wealth Management − SMA Core 1Q 2012

1Q 2012 Private Wealth Management SMA Core Product Profile.

Private Wealth Management − SMA Core Plus 1Q 2012

1Q 2012 Private Wealth Management SMA Core Plus Product Profile.

Private Wealth Management − SMA High Yield 1Q 2012

1Q 2012 Private Wealth Management SMA High Yi9eld Product Profile.

Outlook & Strategy

May 2012 Outlook & Strategy

A detailed look at Bradford & Marzec's May 2012 strategy.

May 2012 SMA Outlook & Strategy

A detailed look at Bradford & Marzec's May 2012 SMA strategy.

White Papers

"Waking from the Euro Dream" - May 2012

The forces originally behind the formation of the euro are being supplanted and forgotten in the current European economic and political climate. We examine the EMU’s structural challenges and how it never recovered from weak fiscal enforcement. We also examine the remedies needed to ultimately create a successful single European currency, and explore the need for urgent reform to the EMU.

"Why The Euro May Fail" - May 2010

As the 1.25$/€ limit was taken out in May of 2010, it is likely the deterioration in the Euro will continue for some time.

Institutional

Mary Yablonsky
Director, Sales & Marketing
(213) 687-9170 ext 257
myablonsky@bradfordmarzec.com

Private Wealth Management

Mark Kavolius, CIMA
Regional Sales Director, East Coast
Cell: (617) 721-4341
mkavolius@bradfordmarzec.com

Michael J. Kelnosky
Regional Sales Director, Mid-West
Cell: (312) 835-8371
mkelnosky@bradfordmarzec.com

Vincent E. Zupo
Regional Sales Director, West Coast
Office: (213) 687-9170 ext. 237
Cell: (213) 500-3185
vzupo@bradfordmarzec.com