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

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

Investment Advice and Consulting

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

Portfolio Management

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