Global wealth management.
Premium client service.
Independent advice.
Bainbridge Financial Services, founded in 2000, is an independent wealth management firm serving clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.
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Services
Portfolio Management
With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.
Lending Solutions
With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
Retirement Planning
Preparing for retirement is complicated. Whether you are far from retirement or already retired, our team can help you implement an investment strategy and plan to meet your financial goals.
Cash Management
Access banking services such as check-writing, a Visa debit card for purchases or ATM cash withdrawal, automated deposits and withdrawals as well as bill-pay, all through a single investment account.
College Savings Plans
With the price of higher education on the rise, planning ahead for the costs of college has never been more important.
Trustee Services
Leveraging BNY Mellon Pershing’s open architecture platform, The Trust Network, our advisors can provide you access to a wide array of trust services, with a choice of trustees.
International Clients – Offshore Mutual Funds
For investors who reside outside of the US, we offer a comprehensive set of offshore mutual funds, ETFs and alternative products.
Multi-Currency Accounts
Clients can hold cash positions and securities in over 50 foreign currencies and can receive monthly account statements of assets expressed as a value in both US and in foreign currencies.
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Research and Blog
Argus Research
International Research and Commentary
Global Markets Commentary
BNY Mellon
Economic Newsletter
LatAm ConsultUs
Monthly Market Report
LatAm ConsultUs
Macro Outlook
LatAm ConsultUs
Politics Newsletter
LatAm ConsultUs
Blog
529 Plan Basics
A 529 Education Savings Plan account is a tax-advantaged account that is opened to help save for educational expenses of a specific named beneficiary. The account owner is typically a parent or grandparent, but can be anyone, including non-relatives. The account owner...
Bainbridge 2021 Market Preview
Bainbridge 2021 Market Preview: US GDP should recover to all-time highs by the 2nd half of the year. Global economic recovery will lag the US. The US Dollar will stay weak. Interest rates will stay lower, for longer. Corporate earnings (S&P 500) could recover to...
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Our Firm
Our Mission
To provide comprehensive, tax-aware investment strategies in an independent, conflict free environment with the client’s goals as the only benchmark.
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