Baffin Advisors is an independent registered investment advisor that provides personalized portfolio management services for high-net-worth individuals, primarily serving clients living outside the United States. Baffin Advisors focuses on global macroeconomic research and medium-term investment strategies, tailoring each portfolio to fit the client's risk tolerance, asset and liability situation, and income needs. Baffin Advisors constructs diversified portfolios using a mix of global equities, bonds, currencies, commodities, and exchange-traded funds. Because Baffin Advisors maintains a small client base, the firm offers a highly personal approach with daily portfolio reviews and regular direct communication. Baffin Advisors does not select custodians for clients; instead, clients choose their own financial institutions to hold their assets while Baffin Advisors manages the trading and investment strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is generally 1% annually, billed quarterly, and can be negotiated based on portfolio size.