“To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.”
Your portfolio should be matched to your long-term goals, your tolerance for risk, and your personal interests and values. At J.L. Bainbridge, we work hard to curate stocks to include in our model portfolio. But you’ll still have room for putting your unique personal mark on what’s in yours.
When we work together to plan, we’ll make sure to understand what types of companies you really like—and those you’d like to avoid. In other words, it has to be right for you.