A clear purpose: personalized,
objective advice.

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.

History and legacy in the making

1987

Sam Bain founded Bainco to become an advocate for investors

Sam Bain

1989

Portfolio Strategy approach proven at a time when transaction-based investing was the norm

desk cluttered with documents and tablet with graphs

1993

Wealth Strategies formalized as part of Bainco’s core offering

holograph bar graph with man on phone in background

1994

First private investment opportunity offered to clients

building with mirrored windows

1996

West Coast presence developed

Golden Gate Bridge

2003

Efficient Asset Allocation Program (EAAP) introduced

man at cafe table on phone

2004

Custody of client assets moved to Pershing LLC (BNY Mellon)

Pershing A BNY Mellon Company Logo

2008

Proprietary international investment program created

world currency

2011

Enhanced tactical approach to investing implemented

laptop computer displaying graphs on table

2012

Fixed Income sub-advisor engaged

numbers / percentages / rates per year stock image

2015

Wealth Strategies department expanded

knowledge share logo

2016

Investment in technology to enhance client experience

pointing to graphs on tablet with finger

2017

Bainco named FT 300 Top Registered Investment Adviser (2017-2019)

Financial Times logo

2018

Bainco expands partnership

handshake