A complete list of active advisors currently associated with Baxter Investment Management

Warmer can help you find a great advisor at Baxter Investment Management or one who fits your needs even better.

Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm reports approximately $1.165 billion in discretionary assets under management and may recommend private investment funds or other private offerings to qualified clients while performing initial and ongoing due diligence on those opportunities. The firm’s investment approach is long-term and value-oriented, seeking securities priced below management’s estimate of intrinsic value and often holding positions for multiple years until value is realized. Baxter tailors portfolios to individual needs, accepts reasonable client-imposed restrictions in writing, exercises discretionary trading authority, and delivers quarterly account reports (with a small minority of clients receiving performance information as part of those reports). Compared with many peer teams, Baxter combines a long institutional history and multi-generation family ownership with an unusually large asset base per advisor — managing roughly $1.17 billion across five advisors, which yields AUM per advisor above $200 million. The brochure also notes that the firm provides performance information in client materials and, unlike most peers in its category, presents hypothetical performance in its materials while offering structured due diligence and monitoring for recommended private fund investments.

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