Wealth Management

At Bainbridge Financial Services, our advisors offer a wide range of financial and investment services to address your financial needs.  We offer our clients personal financial strategies, investment advisory services, access to various investment products, business solutions and more.

Personal Financial Strategies

  • Tax-aware investment strategies
  • Concentrated stock and stock option management
  • Retirement Services
  • Estate and Trust Services
  • Education Strategies

Investment Advisory Services

  • Managed equity and fixed income accounts
  • Managed mutual fund accounts
  • Proprietary investment portfolios

Investment Products

  • Equities
  • Exchange Traded Funds
  • Mutual Funds
  • Fixed Income Securities
  • Certificates of Deposit
  • Cash Equivalents
  • Options
  • Hedge Funds
  • Variable Annuities

Business Solutions

  • Cash management
  • Defined benefit plans
  • Defined contribution plans
  • Deferred compensation plans

Other Services

  • Independent, conflict-free research, commentaries and market data
  • Web access to current news, data and financial/investment articles
  • Online account access and trading
  • Performance monitors
  • Comprehensive consolidated statements
  • Securities-based lending
  • Check writing
  • Visa Platinum Check Card / ATM
  • SIPC coverage

BNY Research and Commentary

Related Articles

Global Markets

Watching Emerging Market Debt For Value

Carl Shepherd, from Newton Investment Management’s Global Dynamic Bond team, explains why they are favoring short-dated, hard-currency emerging market debt (EMD) over local currency issues despite the higher yields on offer from the latter.

Read More: Watching Emerging Market Debt For Value
Market Commentary

2017: Themes and Investment Strategies

In Jeff Mortimer’s latest Investment Update he discusses our expectations for 2017, what they mean for your portfolio and the importance of considering all aspects of the market when investing for the long term.

Read More: 2017: Themes and Investment Strategies
Investment Insight

Investment Update: Eyes on the Prize

In Jeff Mortimer’s latest Investment Update he discusses the market environment since the election and why we recommend holding certain asset classes in portfolios. He reminds clients about the importance of diversification and active allocation decisions when investing for the...

Read More: Investment Update: Eyes on the Prize
Asset Allocation

Tomorrow's World

A volatile investment environment characterized by divergent interest rate cycles and pockets of political instability increasingly calls for a global approach to credit investing, writes Insight credit portfolio manager Adam Whiteley.

Read More: Tomorrow's World
Economic Insight

Fed Thoughts: The Deep End Of The Pool

By the Friday that Fischer spoke, virtually every participant in meetings of the Federal Open Market Committee (FOMC) had relayed that the case to consider at their meeting on March 14 to 15 for adding 25 basis points to the...

Read More: Fed Thoughts: The Deep End Of The Pool