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.