BAINCO INTERNATIONAL Overview
Bainco International Investors is an investment advisor that manages 672.7 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 572MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 572MM in positions, representing 85% of the manager's regulatory AUM.
BAINCO INTERNATIONAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BAINCO INTERNATIONAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 6.64% | ETF | 16.66% | 0% | 0 | 33% | ||
| JNJ | 5.09% | Health | 7.51% | 0.39% | 0 | 36% | ||
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FEATURED IN
BAINCO INTERNATIONAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Samuel E. Bain | Chief Compliance Officer/Managing Member | April-1998 |
| Robert G. Katz | Member | April-1998 |
| Mark D. O'Keefe | Member, Chief Financial Officer | April-2005 |
| Susan E. Dahl | Member, Chief Investment Officer | January-2012 |
BAINCO INTERNATIONAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BAINCO INTERNATIONAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Bainco works with each client to develop an investment strategy and an appropriate asset allocation that is aligned with the client’s unique investment objectives and constraints. A formal Investment Policy Statement is created and a customized portfolio is then developed and managed over time. A Portfolio Strategist is assigned to each client relationship as a central point of contact.
Bainco manages all client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few.
Bainco’s approach to asset allocation encompasses two complementary components:
Strategic Long-Term Asset Allocation: Based on a full understanding of the
individual’s goals, Bainco establishes strategic long-term asset allocation ranges that
Bainco works with each client to develop an investment strategy and an appropriate asset allocation that is aligned with the client’s unique investment objectives and constraints. A formal Investment Policy Statement is created and a customized portfolio is then developed and managed over time. A Portfolio Strategist is assigned to each client relationship as a central point of contact.
Bainco manages all client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few.
Bainco’s approach to asset allocation encompasses two complementary components:
Strategic Long-Term Asset Allocation: Based on a full understanding of the
individual’s goals, Bainco establishes strategic long-term asset allocation ranges that
BAINCO INTERNATIONAL Portfolio Concentration
BAINCO INTERNATIONAL Location
500 BOYLSTON STREET
SUITE 440
BOSTON, Massachusetts
UNITED STATES, 02116
SUITE 440
BOSTON, Massachusetts
UNITED STATES, 02116
BAINCO INTERNATIONAL Contact Information
Phone Number: 617-536-0333
Fax Number: 617-456-3039
Website: null
Fax Number: 617-456-3039
Website: null
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