We at Baldwin Brothers believe integrity, diligence, and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management firm that since our founding in 1974 has been working to build upon these principles to redefine the client experience by crafting portfolios and strategies that reflect the individual’s or family’s point of reference through highly personalized attention.
The results are investments that have true and meaningful impacts on our clients’ financial future, the next generation, and the world around us.
Anticipating Watershed Moments & Sustaining Growth
Since 1974, Baldwin Brothers has pioneered innovative investment solutions for influential individuals, families and institutions around the world. With assets under management of approximately $1 billion, we anticipate and identify shifts and shake ups in our culture and world, creating ingenious portfolios and funds that present significant, relevant opportunity for sustainable performance.
Our Culture Defines Us
At Baldwin Brothers, our independence is core to us in providing unbiased and highly personalized relationships. We are owned entirely by our managing principals who each bring years of experience directly to bear on our client relationships. We enjoy people and love what we do – and work to incorporate that infectious attitude throughout our culture and community.
As a company, we operate with an exceptional level of corporate responsibility, and rigorously respect the differences and diversities of our employees and our clients. We work hard to invest in companies and investment vehicles with a lasting competitive edge and a track record of performance, but also those that have the greatest potential for positive impact on the world around us.
How Can We Help You?
Baldwin Brothers offers a wide range of services to meet the distinct and highly unique requirements of wealthy individuals, family groups, institutions and charitable organizations. We create highly individualized, custom portfolios or can also introduce you to unique opportunities that speak straight to the heart of the risks facing humanity and the environment today.