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At Baldwin, we look closer and go deeper to uncover investment opportunities that can make a real difference in your life, in your future, and in the world around you.

We work to simplify an increasingly complex world and begin by identifying national and global conditions and events that affect the relative value of financial instruments. Armed with this broad base of information, we craft investment portfolios with your personal perspectives and goals. Our investment decisions are made with a long-term perspective in mind. We are unwilling to risk your money on mere speculation.

There’s No Such Thing As One-Size-Fits-All Investment

What matters to you

What difference do you
want to make?

ESG Differentiation

Which companies and investment strategies are most likely to perform well and demonstrate positive impact?

Asset Preservation

Which investments, across all
asset classes will minimize risk and ensure long-term growth?


By integrating Environment, Social and Governance (ESG) criteria into our research – rather than simply overlaying it on top of investment analysis – we uncover strategies and companies with informed practices that typically exhibit operational excellence, capitalize on growth opportunities, and align with stakeholder interests. Understanding ESG criteria also provides an additional layer of risk mitigation. We believe the integration of ESG criteria into research should result in less volatile investments that can individually and collectively support greater corporate transparency and longer investment horizons.

Learn more about ESG

5 Keys to Success
Our Investment Approach

Who and what we invest in is just one aspect of our responsibility to you. We closely monitor your unique financial objectives by assembling a portfolio of sound strategies across all asset classes. Using traditional and alternative vehicles that exhibit sustainable risk adjusted characteristics and positively impact the greater community, our job is to align your objectives with a diversified portfolio for long term growth and preservation.

Download our fact sheet below to learn more about our investment philosophy.

The Baldwin Difference
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