Baldwin Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,183,706,338
Clients
268
Advisors
3
of 14 employees
About
Baldwin Investment Management provides discretionary and non‑discretionary portfolio management, financial planning, and access to private funds for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. The firm reports servicing roughly 268 clients with total assets under management of $1,295,038,694.
Baldwin’s investment process blends fundamental, technical and cyclical analysis with a proprietary quantitative stock‑selection model and a maintained “Working List” of approximately 100 stocks, and it manages asset allocation to each client’s objectives using a required Investment Policy Statement. Fixed‑income work includes laddered maturities, and the firm generally does not accept ESG mandates for discretionary accounts while permitting client‑directed ESG mandates in non‑discretionary relationships after a suitability discussion.
Notable distinctions include separately managed account strategies that may employ derivatives and permit borrowing, and a documented suitability review before recommending private fund investments, including assessment of qualified purchaser status—features that are less common among peer team firms. Baldwin also has an affiliated family office that provides foundation administration, tax preparation and CFO services, and operates with a relatively small advisory team supporting more than $1.2 billion in client assets.
Client services
Expertise
Occupation focus
Fee options
Negotiated flat retainer fees for non-discretionary advisory and financial planning services
$0 - $1,000,000: 1.0% (Equity and Balanced Portfolios) $1,000,000+: Negotiable (Equity and Balanced Portfolios) $0 - $1,000,000: 0.65% (Fixed Income Portfolios) $1,000,000+: Negotiable (Fixed Income Portfolios)
$300/hour for non-discretionary advisory services; hourly rate for financial planning services
Account minimum: $1,000,000 Fee-only: Hourly rate of $300/hour for non-discretionary advisory services, or flat retainer fee negotiated
Main office
1001 Conshohocken State Road, Suite 1 202
West Conshohocken PA 19428
Advisors at this office
3
Most active in
California · Colorado · Delaware · Florida · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia
Also doing business as
Baldwin Investment Management, LLC · Chester County Asset Management, A Baldwin Company LLC · Rkm A Baldwin Investment Management Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gary H
CFA®, Series 63, Series 65
West Conshohocken, PA
Baldwin Investment Management, LLC
Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.
David P
Series 63, Series 66
West Conshohocken, PA
Baldwin Investment Management, LLC
David Peppard is a financial advisor at Baldwin Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Baldwin Investment Management in 2026, he worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company from 2013 to 2026. Baldwin Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and access to private funds for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary quantitative stock-selection model to manage client portfolios and offers specialized strategies including separately managed accounts with features less common among peer teams.
Jared Q
Series 63, Series 65
West Conshohocken, PA
Baldwin Investment Management, LLC
Jared Quereau is a financial advisor at Baldwin Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baldwin since 2020, previously employed at Bb&T Securities, LLC. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he assists with maintaining the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management, financial planning, and access to private funds for individuals, high-net-worth clients, trusts, estates, and various institutional clients. The firm combines fundamental, technical, and cyclical analysis with a proprietary quantitative stock-selection model to manage customized investment portfolios.
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