Business Details
9 Years
experience
Trusted Financial Advisory Services in Normal, IL
Brady Investment Counsel is a dedicated financial advisory firm committed to developing intelligent, socially responsible investment strategies tailored to individual client needs. With over 30 years of industry experience, we specialize in creating personalized investment approaches that align with unique financial objectives and constraints. Our methodology combines thorough research, strategic execution, and continuous performance tracking against benchmark indices to ensure long-term growth. Clients benefit from direct access to decision-makers, including founder David P. Brady, CFA, CIC, who oversees all investment research and selection.We maintain transparent communication throughout market cycles, providing regular updates while empowering clients to engage directly with their portfolio management. Our track record of national recognition reflects our dedication to disciplined execution and client-centric service. We prioritize measurable outcomes over marketing claims, focusing on wealth accumulation and income generation through high-quality investments. This approach has established us as a trusted partner for individuals seeking professional investment management grounded in accountability and expertise.
Services
Portfolio Development
Client Communication
Investment Strategy
Risk Management
Performance Tracking
Details
- Year established: 2017
Highlights and features
- We offer 30+ years of investment management expertise
- Our strategies are customized to individual financial objectives
- Direct access to portfolio manager David P. Brady, CFA
- Performance tracked against recognized benchmark indices
- Proven track record of national industry recognition
Associations and certifications
- CFA
- CIC
What people say
Proven track record
Direct access to experts
Personalized strategies
Transparent communication
Services
Portfolio Development
We create customized investment portfolios aligned with individual financial goals and risk tolerance. Our approach combines thorough market analysis with strategic asset allocation to optimize long-term growth potential. Clients receive ongoing portfolio adjustments to maintain alignment with evolving market conditions and personal circumstances.
Client Communication
Clients receive direct access to portfolio managers for timely communication and decision-making. We maintain open lines of communication for immediate assistance with account inquiries or market concerns. Regular updates ensure clients remain informed about portfolio performance and strategic adjustments.
Investment Strategy
Our investment strategies focus on long-term capital appreciation through disciplined research and execution. We develop comprehensive plans that balance growth objectives with risk management principles. Strategies incorporate both fundamental analysis and market trend evaluation to identify optimal investment opportunities.
People
David P. Brady
Founder & Portfolio Manager
CFA charterholder with 30+ years of investment experience, including mutual fund management and national industry recognition. Directly oversees all investment decisions and client portfolio strategies.
Questions
What investment services do you offer?
We specialize in portfolio development, strategic investment planning, and performance tracking tailored to individual financial objectives.
How experienced is your team?
Our lead portfolio manager has 30+ years of industry experience with national recognition for investment performance.
How do you communicate with clients?
Clients receive direct access to portfolio managers through phone consultations and regular performance updates.
How is performance measured?
We track investment performance against recognized benchmark indices to evaluate long-term success.
What areas do you serve?
While based in Normal, IL, we provide investment advisory services to clients nationwide.
