A complete list of active advisors currently associated with Baldwin Investment Management, LLC

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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.

To learn more about the advisors currently working at Baldwin Investment Management, 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.