J. L. BAINBRIDGE & CO., INC.

Overview

J. L. Bainbridge & Co, Inc. is an independent, owner-operated registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and smaller institutional clients. The firm prefers equity-centric portfolios, deploying a heavy allocation to exchange-traded equities while supplementing equity sleeves with ETFs and pooled vehicles. Investment activity shows a large-cap tilt — technology names feature among the largest positions — and the firm appears to use ETFs to gain sector, factor or liquidity exposures alongside its direct-stock sleeves. The firm charges advisory fees as a percentage of assets under management and does not present itself as an active ESG investor or a multi-state pension consultant. It was recognized by FA Magazine in 2020 as a Top RIA Firm.

Assets & Accounts

Public Holdings

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Location & Offices