Wealth Management for Individuals

We offer investment management services to help individual clients build and grow wealth. The long term journey of building wealth begins with understanding your financial needs and goals. At Bainbridge Financial, we help clients identify these goals and develop a comprehensive investment strategy and investment portfolio to reach them.

Pursuing higher returns requires greater investment risk. Our objective is not solely investment return. Instead, it is the achievement of a client’s financial goals while managing exposure to investment risk. We accomplish this by building an investment portfolio with a diversified asset allocation tailored to a client’s financial goals and tolerance for risk.

We use investment research that is conflict-free to identify investments that align with our recommended asset allocation for your portfolio and your risk tolerance. Because we are an independent firm, we are not tied to the offering of a particular broker/dealer. The open architecture platform we use allows us to customize your portfolio as needed to achieve tax efficiency and diversification with access to institutional money managers. Most importantly it gives us the freedom to recommend what is in our client’s best interest and flexibility to find solutions from a larger universe of investment options.

Depending on a client’s objective, threshold for risk and time horizon, we will recommend an allocation using a combination of the following to create a diversified investment portfolio: equities, exchange traded funds, mutual funds, fixed income securities, hedge funds, variable annuities, stock options, and cash equivalents.

Collaboration with a client is important to the achievement of their financial goals. In many cases, the success of our work for clients also depends on collaboration with other experts including independent researcher and tax and accounting professionals. All outside professionals are selected based on a shared value of independence and a commitment to conflict-free advice.

Client education and communication are important in the journey to building wealth. To ensure our clients are informed, our client newsletter and website provide timely information on current topics. And, comprehensive statements are provided quarterly to keep clients informed about the performance of their investment portfolios.

BNY Research and Commentary

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