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  • Investment Banking
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    • Meet Our Team
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    • BC Journal

Investment Management

investment Advisory and Management

Our financial advisors craft investment solutions, including tax-sensitive and sustainable strategies, that are custom tailored to meet your specific financial objectives. Our proprietary screening methods, deep research tactics, and open architecture universe of best-in-class asset managers are all keys to your success. We’re 100% independent and are not pressured to use particular products or managers — a distinct advantage over large firms.

What We Do

  • Conduct an initial analysis of your values and goals, identifying your risk tolerance, in order to develop a path and plan to reach your goals.
  • Provide global asset allocation analysis and modeling, including all global, traditional, and alternative investment options, including private equity and debt.
  • Design and implement specific investment portfolio strategies in line with your goals.
  • Continually evaluate and review your portfolio to ensure execution is meeting all goals and objectives. 
  • Regularly monitor and review investment funds and asset manager performance.
  • Conduct periodic performance and strategy reviews (e.g., quarterly, semi-annual, or annual).
  • Online account aggregation and planning via WealthDirect.
  • Collaborate with outside professionals, such as your attorney or CPA.
Connect with BaldwinClarke
BaldwinClarke
One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

Registration does not imply a certain level of skill or training.

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