Believing substantial wealth opens limitless possibilities for individuals and their families, Sam Bain founded Bainco in 1987 on the premise that significant assets demand thoughtful advocacy and attentive management. He distinguished Bainco as a wealth management firm focused on holistic and objective asset management at a time when transaction-based investing was the norm. He offered a customized investment management approach along with an exceptional commitment to client service. Sam believed that clients were best served at the center of a collaborative team with Bainco taking the lead role as trusted advisor.
This fundamental principle remains the cornerstone of Bainco’s core values in building each client relationship. We work closely with families to help them formulate overall objectives for their assets. We then plan and implement individual strategies for success, refining them as time passes and circumstances change. Ultimately this management affords affluent families opportunities to pursue new business ventures, achieve personal lifestyle goals and prepare for a satisfying retirement. It also can ensure well-being for future generations and provide opportunities for charitable and other personal endeavors that they find most important.
Our story is best told in person. We welcome the opportunity to discuss ways that Bainco can become an essential resource for you and your family and for generations to come.
Sam Bain founded Bainco to become an advocate for investors
Portfolio Strategy approach proven at a time when transaction-based investing was the norm
Wealth Strategies formalized as part of Bainco’s core offering
First private investment opportunity offered to clients
West Coast presence developed
Efficient Asset Allocation Program (EAAP) introduced
Custody of client assets moved to Pershing LLC (BNY Mellon)
Proprietary international investment program created
Enhanced tactical approach to investing implemented
Fixed Income sub-advisor engaged
Wealth Strategies department expanded
Investment in technology to enhance client experience
Bainco named FT 300 Top Registered Investment Adviser (2017-2019)
Bainco expands partnership