It's About Our Relationships

Our client relationships are diverse, varying in size, composition and investment objectives. The vast majority of our clients are individuals and families with whom we have developed long-term relationships, many spanning three generations. They live throughout the world, and embody a broad spectrum of people including entrepreneurs, corporate executives and extended families. We also manage investments for institutions and charitable organizations, corporations, trusts and partnerships.

Our clients pay Baldwin Brothers for independent investment advice. With 3 partners and 17 professionals and support staff, our organization is entirely designed toward individual attention and service. We partner with leading, experienced organizations to bring continually relevant research and insights to our clients. Strategic Partners include Account Management, Paul Hawken’s Highwater Research Group, National Capital Institute, WJ Advisors and The Marion Institute.