Investment Management

Baldwin Investment Management

The focus of our advice is the management of your assets. We believe that investment portfolio assets should be consolidated, managed, and monitored in order to maximize the benefits of volume pricing opportunities and unification of purpose.

Using state-of-the-art technology, coupled with years of investment management experience, we follow a philosophy of investing in U.S. and foreign based companies whose market capitalization generally exceeds $2.5 billion. They are industry leaders with superb and proven management teams, who provide innovative and cutting-edge products and research, and whose earnings growth is in excess of their industry peers. We utilize Fundamental, Quantitative and Technical Analysis to isolate those companies who best fit our objectives.

For clients who desire exposure to alternative investments, Baldwin has had many years of experience in venture capital, real estate development and the utilization of various insurance products. Alternative investments have played an important role for certain client wealth management strategies.

Portfolios are individually structured to meet the growth and income needs of each client. We are mindful of the importance of asset allocation and that tax efficient investing provides enhanced long-term rewards.