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Creating, Building, & Preserving Wealth

At Baldwin Brothers, we believe that strong communication with clients fosters relationships that continue long into the future. Our personalized approach helps establish understanding, trust, and clear goals right from the start. Each new relationship begins with a detailed conversation and a thorough review of our client’s personal financial objectives. By setting goals together, we can structure an individualized portfolio to achieve stated objectives.

We also realize that an investment strategy succeeds best when it takes into account the full range of an individual’s financial considerations – wills, trusts, tax planning and insurance. We often work with clients’ accountants and attorneys in crafting comprehensive financial plans, and can recommend leading professionals with whom we have long-standing relationships.

Goal Setting and Planning

 

Goal Setting
and Planning

 

Objective Setting
Risk Assessment & Duration
Tax & Legal
Review Allocation
Monitoring Performance

Investment Advice and Consulting

 

Investment Advice
and Consulting

 

Investment Policy Statement
Generational Strategies
Educational Funding
Charitable Giving
Alternative Investments
Sustainable Investments
Environmental & Socially Responsible Investments

Portfolio Management

 

Portfolio
Management

 

Equities
Fixed Income
Sustainable Investments
Environmental & Socially Responsible Investments
Hedge Funds
Private Equity
Unique Investment Vehicles focusing on:
REITs (Real Estate Investment Trusts)
MLPs (Master Limited Partnerships)
Specialty Metals
Currency
Regional & Country
Macro, Theme based
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