BALDWIN WEALTH MANAGEMENT, LLC

Overview

Baldwin Wealth Management, LLC is a small, privately owned advisory firm that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm provides discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Its fee model mixes a percentage-of-assets arrangement with fixed-fee engagements, which supports both ongoing investment management relationships and project-based consulting work. Investment activity centers on public funds as the core building blocks of client portfolios, supplemented by allocations to third-party alternative managers. Baldwin appears to favor outsourced manager relationships and mutual-fund sleeves for core exposure, while using separate account structures and external alternatives to add diversification, income or idiosyncratic return streams. The adviser is not an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices