Bradley Harsch
Discover the Story Behind Our Success
Bradley Harsch brings more than 25 years of investment and advisory experience to his role as Founder and President. Brad leads the firm’s systematic, data-driven approach to portfolio management. Known for his commitment to fiduciary excellence and thoughtful client engagement, Brad is dedicated to aligning investment strategy with individual purpose.
Brad’s career began in municipal securities, where he developed early expertise in structured financial instruments within the California public finance market. He later advanced to serve as Vice President at a major Wall Street institution, where he was responsible for designing and managing investment strategies for a diverse clientele. Prior to launching StratiCo in 2014, he co-founded a Sacramento-based independent advisory firm, deepening his perspective on values-based wealth management and advisor-client alignment.
A graduate of the University of California, Davis, Brad holds a degree in Sociology with an ancillary concentration in Engineering—a dual academic foundation that underscores the belief: “Investing is a science. Success is a behavior.” This philosophy underpins StratiCo’s dynamic, forward-looking investment process, which emphasizes transparency, relevance, and agility in rapidly changing market cycles.
Brad holds the Accredited Investment Fiduciary® (AIF®) designation, reflecting his deep commitment to ethical practice and prudent leadership. He leads StratiCo with a focus on delivering investment strategies that are both allocation-based and strength-driven toward the evolving needs of each client.
Outside the office, Brad is a devoted husband, father, and mentor. He values time with his family and seeks out opportunities to educate and empower the next generation of investors and finance professionals.