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

We craft investment portfolios with your perspectives and goals in mind.  Our disciplined, diversified and strategic approach to portfolio management is rooted in a belief that long term thinking, transparent communication and values alignment are essential to helping you achieve your long term goals.

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

How can we build balanced portfolios, which capitalize on today’s opportunities while managing risk and protecting capital?


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, proactively communicate around market developments, and offer customized reporting to help you better understand how your assets are invested.

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

The Baldwin Difference
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