Bradley Harsch
Discover the Story Behind Our Success
Brad specializes in systematic, data-driven portfolio management, with a steadfast commitment to delivering excellent client service and sustainable long-term growth. With over 25 years of experience in the financial industry, Brad brings a wealth of knowledge and leadership to StratiCo’s clients.
Before founding StratiCo in 2014, Brad’s career spanned key roles across the financial sector. He began as a municipal securities specialist in California, where he developed an early expertise in structured financial products. Later, he advanced to Vice President at a major Wall Street firm, overseeing investment strategies for a diverse clientele. In addition, Brad co-founded an independent advisory firm in Sacramento, where he honed his approach to personalized wealth management.
A graduate of the University of California, Davis, Brad holds degrees in Engineering and Sociology, which shape his holistic philosophy on investing. His belief that “Investing is Science, Success is Behavior” guides StratiCo’s purpose-driven approach to wealth management.
As an Accredited Investment Fiduciary® (AIF®) designee, Brad prioritizes fiduciary excellence, ensuring that every decision is made with the client’s best interests in mind. He focuses on delivering dynamic, agile investment strategies tailored to the unique goals of each client, while maintaining rigorous adherence to ethical and professional standards.
Beyond his professional life, Brad is a dedicated husband, father, and mentor. He values time spent with his family, as well as opportunities to guide and inspire future generations in finance and beyond.
