portfolio management

“Rule number 1: Never lose money. Rule number 2: Don't forget rule number one.”

– Warren Buffett

Your investment portfolio is like a business plan for your financial future. It should be thoroughly researched and focus on goals, and it should be reviewed as often as necessary to keep on top of changing risks and opportunities.

At JL Bainbridge, we work hard to make sure our model portfolio—the basket of stocks we’ve selected as solid long-term investments for our clients—is aligned with our investment goals for growth. As your advisors, we’ll do the same for your portfolio.

By the way, while we’re not brokers, we will execute trades on your behalf, at your direction. Should you identify a stock that you would like to own outside our portfolio. It’s the convenience of knowing we’re serving you, but without the pressure to make unnecessary trades.