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.

The results are investments that have true and meaningful impacts on our clients’
financial future, the next generation, and the world around us.

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The results are investments that have true and meaningful impacts on our clients’ financial future, the next generation, and the world around us.

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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.

Investment Philosophy

Our Philosophy is based on our long history of understanding markets, trends and the supporting fundamental criteria. We aim to simplify an increasingly complex world by identifying national and global conditions and events that affect the relative value of financial instruments.
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Investment Strategy

Based on sound financial analysis, our investment strategy has one overriding aim: to provide an optimal return and sustainable growth for our clients’ assets in relation to their financial goals. We adopt a highly personalized approach to managing assets according to individual needs.
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Sustainable Investment Management

Over the past 15 years Baldwin Brothers has been building performance-oriented, social, and environmental sustainable investment portfolios.

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about us

Our Culture Defines Us

At Baldwin Brothers, our independence is core to us in providing unbiased and highly personalized relationships. We are owned entirely by our managing principals who each bring years of experience directly to bear on our client relationships. We enjoy people and love what we do – and work to incorporate that infectious attitude throughout our culture and community.

As a company, we operate with an exceptional level of corporate responsibility, and rigorously respect the differences and diversities of our employees and our clients. We work hard to invest in companies and investment vehicles with a lasting competitive edge and a track record of performance, but also those that have the greatest potential for positive impact on the world around us.

Our Team

Baldwin Brothers is an independent wealth management firm with a highly skilled team of twenty associates devoted to ensuring exceptional attention and client service. Our management team has an average tenure at Baldwin Brothers of two decades and is involved with all aspects of portfolio management and client relationships.
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Our Office

Our unique office space not only reflects our values of environmental responsibility, but also underscores our commitment to corporate responsibility by keeping operating costs down, and productivity high.
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Our Clients

Our client relationships are diverse, varying in size, composition and investment objectives. The vast majority of our clients are individuals and families with whom we have developed long-term relationships, many spanning three generations. They live throughout the world, and embody a broad spectrum of people including entrepreneurs, corporate executives and extended families. We also manage investments for institutions and charitable organizations, corporations, trusts and partnerships.

Our Strategic Partners

As independent advisors, Baldwin Brothers is free to choose the brightest, best, and most experienced partners to work with us in providing relevant and constantly fresh perspectives from the market and various industries.
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services

How Can We Help You?

Baldwin Brothers offers a wide range of services to meet the distinct and highly unique requirements of wealthy individuals, family groups, institutions and charitable organizations. We create highly individualized, custom portfolios or can also introduce you to unique opportunities that speak straight to the heart of the risks facing humanity and the environment today.

Investment Management

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Goal Setting
& Planning

Investment Advice
& Consulting

Portfolio
Management

Family Office Services

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Personal
Finance Admin

Legal, Tax &
Estate Planning

Personal Assistant Services