At Bainco, we adhere to a long-term, fundamentally driven discipline to achieve above-market rates of return with below market risk. Our discipline incorporates our macro view of economies and markets to make asset and sector allocation decisions. We look for well-managed, financially sound investments that have identifiable catalysts for appreciation. Our dedicated research team incorporates multiple financial services tools with well established sell-side, trading, company management, and investment management peer relationships to provide the foundation for our equity and fixed income portfolios.

Investment Process

• Focus on tax sensitive, long-term investments
• Macro views drive our allocation decisions
• Advanced investment screening tools narrow our focus
• Dedicated internal research organization focuses on individual security fundamentals
• Investment committee debates every investment idea
• Maintain 35-45 core positions to maximize return with diversification

Each of our clients has unique goals and needs. We ultimately customize our investment strategies for each client, tailoring their equity and fixed income allocations and investments to meet stated goals for their entire base of wealth. We ask clients to keep us informed about all assets that are managed outside of Bainco, such as real estate, private investments, and other managers. Knowing our clients' entire base of wealth enables us to make more tax efficient investment and allocation decisions for the money that we manage.

Phone 617.536.0333 | Fax 781.239.3333 | E-mail info@bainco.com | Employees | Privacy