Baldwin&Clarke | Multi-Disciplinary Approach, Integrated Solutions

INTEGRATED SOLUTIONS

We are an independent, integrated financial services company that helps our clients accumulate, preserve, protect and thoughtfully transfer wealth from generation to generation.

With the creation of value and opportunity comes complexity and responsibility. By understanding what matters most to our clients, we are able to craft holistic strategies that fit their unique philosophies and values. Our boutique, relationship-based model provides comprehensive solutions backed by institutional resources.

Wealth
Management
- Research & analytics
- Customized portfolio design
- Institutional investment process
Independent & open architecture
Advanced Financial Planning
- Integrated financial planning
- Legacy planning
- Succession & exit planning
Goals-based, destination-oriented
Investment
Banking
- Mergers & Acquisitions
- Financings
- Valuations
- Financial Advisory
Creating & preserving shareholder value
Retirement Plan Design
- Qualified plan design
- Plan installation and investment management
- Strategic consultation
Simplifying retirement solutions
Risk
Management
- Executive benefit planning
- Business continuity
- Life Insurance
Ensuring security, protection and liquidity

B&C Blog

Ask Your Financial Advisor?

May 18, 2018

The Baldwin & Clarke Advisory Services team meets with several investment management companies throughout the year and reads countless market reviews and analyses provided by them and other investment sources. Not surprisingly, we have found a few current topics you may want to discuss with your financial advisor.

Do Current Market Conditions Pose Additional Risks for Passive Investors?

December 12, 2017

While Baldwin & Clarke Advisory Services, Inc. (“BCASI”) makes use of S&P 500 based ETF index funds to a limited degree in some client portfolios, we remain wary of certain embedded risks in market based investing, the most obvious being the lack of downside protection. Another is that the performance of the most popular indices is disproportionately driven by the largest companies, as measured by market capitalization. So called “cap weighted” indices.