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.

Latest White Paper - "Commentary On U.S. Treasury Floating Rate Note"


September 2013 White Paper - "Bank Loans - Reviewing the past, with a view to the Future"



Directions to our office

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Private Wealth Management-SMA Core Plus 1Q14

Private Wealth Management-SMA Core 1Q14

Institutional - Core Plus - 1Q14

Institutional - Core - 1Q14

Institutional - Limited Duration - 1Q14

Institutional - Limited Duration High Yield - 1Q14

Outlook & Strategy-July 2014

June 2014 Outlook & Strategy

“Bank Loans: Frequently Asked Questions”
Bank Loans Q&A.

"Commentary on U.S. Treasury floating Rate Note" - November 2013
The U.S. Treasury released the date for the first issuance of federal government floating-rate notes in its quarterly refunding announcement on November 6, 2013. The Treasury will auction between $10 billion and $15 billion in two-year floating rate notes on January 29, 2014. This is the first new security issued by the Treasury in almost 20 years; TIPS (Treasury Inflation-Protected Securities) was the last new product.

Contact Us:

tel: 213.687.9170
fax: 213.625.1045
333 Hope Street, Suite 4050
Los Angeles, CA 90071



Mary Yablonsky
Director, Sales & Marketing
(213) 687-9170 ext 257


Private Wealth Management

Mark Kavolius, CIMA
Regional Sales Director, East Coast
Cell: (617) 721-4341


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