A complete list of active advisors currently associated with Baffin Advisors LLC
Warmer can help you find a great advisor at Baffin Advisors LLC or one who fits your needs even better.
Baffin Advisors LLC is an independent investment adviser that provides discretionary portfolio management to high‑net‑worth individuals. The firm manages a very small number of client relationships—nine accounts totaling roughly $104 million in assets—and serves exclusively non‑U.S. persons, generally using a percentage‑of‑assets billing model. Investment decisions are driven by a medium‑term global macro framework with particular experience in emerging markets, and portfolios are constructed through diversified asset allocation across equities, fixed income, currencies, commodities and ETFs. The sole portfolio manager tailors allocations to each client’s objectives and risk profile, emphasizing liquid instruments and a mix of index‑tracking vehicles and single‑name securities as appropriate. Compared with peers, the firm’s client base is notably international and concentrated, and its one‑person investment team is presented as allowing a highly personalized service. Operationally the firm does not select custodians for clients (clients choose multiple custodians), receives no third‑party compensation, maintains daily data backups and written policies to monitor personal trading and conflicts, and discloses an available performance‑fee option that to date has not been elected by clients.
To learn more about the advisors currently working at Baffin Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palm Coast, FL
| 0
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