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

A Greater Gateway

Hong Kong’s future prospects as a fund management center have always been tied to the promise of accessing the massive mainland China market. Its position as a gateway to China, combined with its reliable physical and legal infrastructure, will continue...

Read More: A Greater Gateway
Market Commentary

Looking at the Economic Tea Leaves

One of the underpinnings of the gain in risk assets since last fall has been the firming signs of synchronized global growth. After almost a decade of supportive monetary policies that have pushed central bank balance sheets towards representing a...

Read More: Looking at the Economic Tea Leaves
Investment Insight

Investment Update: 2018 Outlook is Good, but Not as Good

In Jeff Mortimer's January 2018 Investment Update, he discusses key themes, his develping outlook for 2018 and what it means for your portfolio.

Read More: Investment Update: 2018 Outlook is Good, but Not as Good
Asset Allocation

Bond Market Observations: Déjà Vu, All Over Again

The late, great Yogi Berra was right, and we have been here before. Global economic growth is running above its longer-term trend, inflation in advanced economies is poised to rise, and the Federal Reserve will travel further up the firming...

Read More: Bond Market Observations: Déjà Vu, All Over Again
Economic Insight

Watch The Skies

While drone technology has revolutionized military action, its potential civilian uses are expanding rapidly. Newton Investment global analysts consider the growing use and potential future applications of commercial drones.

Read More: Watch The Skies