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

The Time For Emerging Markets

Emerging markets are diverse and we see the growth prospects for certain countries as remaining excellent (and, in our view, sustainably so) irrespective of commodity prices and consequent global trade gyrations. We believe there are many heavily under-penetrated sectors providing...

Read More: The Time For Emerging Markets
Market Commentary

Mid-Year Market Commentary

Investors entered 2017 with the anticipation that the Trump administration would usher in a period of fiscal stimulus which could reaccelerate economic growth.

Read More: Mid-Year Market Commentary
Investment Insight

Common Misconceptions About the Current Bull Market

Jeff Mortimer’s September Investment Update discusses common concerns about the current bull market and how misconceptions can cause investors to miss out on opportunities.

Read More: Common Misconceptions About the Current Bull Market
Asset Allocation

The Mounting Case For EAFE Equities

We think the U.S. election outcome and a shift in global sentiment have created pockets of compelling investment ideas in Europe and Japan. We see a resumption of trends that began to play out over a year ago when U.S....

Read More: The Mounting Case For EAFE Equities
Economic Insight

Where In The WEO Are We?

Twice a year, staff of the International Monetary Fund (IMF) rolls out forecasts for over 190 economies for the next five years.

Read More: Where In The WEO Are We?