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.
At Baldwin, we help our clients invest their monies using techniques which make the client feel most comfortable. For many of our clients, they prefer that Baldwin makes all the investment decisions and give Baldwin complete discretion to execute upon the clients’ chosen investment strategy. This discretionary management is practiced at Baldwin Investment Management. For other clients, they prefer to be part of the investment process, so advisory services are more appropriate for them, and this is conducted through Baldwin’s RKM subsidiary.