Baldwin Investment Management manages investment portfolios and provides financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages accounts on both a discretionary basis, where the registered investment advisor makes trades without prior approval, and a non-discretionary basis, where the client must approve trades first. Baldwin Investment Management builds customized portfolios using a mix of stocks, bonds, and private funds based on each client's specific goals, risk tolerance, and Investment Policy Statement. The firm's stock selection process combines proprietary quantitative decile rankings, qualitative research databases, and technical analysis. In addition to portfolio management, Baldwin Investment Management offers financial planning and can coordinate with affiliated entities for administrative and tax services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Rates shown are for equity and balanced portfolios. Fixed income portfolios are charged 0.65% on the first $1 million. Fees for amounts over $1 million are negotiable.