J.L. Bainbridge is an SEC Registered Investment Advisor that helps clients like you with their financial investment goals and financial planning needs. And, by the way, we're celebrating our 40th year of making this happen! If the big firms don't consider you to be "wealthy" enough to give you the attention you deserve, we're here for you.
Or if your current financial advisor is not working out, then our experienced and approachable advisors could be a better fit. Our investment strategies help clients navigate around some of the volatility in the markets. Also, financial planning and tax strategies are included in our services at no additional cost.
Or if your current financial advisor is not working out, then our experienced and approachable advisors could be a better fit. Our investment strategies help clients navigate around some of the volatility in the markets. Also, financial planning and tax strategies are included in our services at no additional cost.
Services
Our mission is to help you and your family maintain wealth and build upon it for generations to come. As an SEC Registered Financial Advisor, we serve as fiduciaries. In other words, first and foremost, we act in your interest and on your behalf. By the way, we believe the keys to success in our mission are approachability, market knowledge, and long-term vision.
Our only fee is a management fee, and that's based solely as a percentage of your investments with us. If we help you increase your wealth, we earn more. It's that simple.
As for our investment philosophy, it's very straightforward: We identify major growth companies that we believe have the potential to generate double-digit earnings growth, exceptional financial strength, and a clear understanding of how to grow their business under ever-changing market conditions.
As for our investment philosophy, it's very straightforward: We identify major growth companies that we believe have the potential to generate double-digit earnings growth, exceptional financial strength, and a clear understanding of how to grow their business under ever-changing market conditions.
For 40 years, J.L. Bainbridge & Company has helped clients like you on their unique journeys to maintain and build on their wealth. It's our team, including financial advisors, client services, and compliance, that work together to make it happen. Approachability: We're real people who know that investing and financial planning are not just about the numbers, they're about the clients and their families.
As you know, the very definition of wealth is hard to pin down. In our 40 years of helping clients, we've learned that it's impossible to put a minimum number on what qualifies as wealthy. That's why we have no stated minimum investment from clients.
So, while the trend among big firms is to avoid serving all but the extremely wealthy-raising minimums while lowering service levels for those who don't qualify-we'll stick with what our clients actually want: respect.
So, while the trend among big firms is to avoid serving all but the extremely wealthy-raising minimums while lowering service levels for those who don't qualify-we'll stick with what our clients actually want: respect.
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