Wealth Management

WealthManagementThoughtful, creative, and comprehensive solutions to preserve and maximize your wealth.

Baldwin & Clarke Advisory Services, Inc (BCASI) is an independent wealth management firm offering a global platform of institutional-style investment solutions to high-net-worth individuals, families, endowments, and foundations. Over their careers, principals in our organization have managed portfolios ranging in size from $500,000 to several billion dollars, and have advised families with net worth levels of up to several hundred million dollars on their overall investment strategy.

This caliber of investor deserves an advisory firm that believes in and adheres to a set of principles as unique as the clientele it serves. It is our fiduciary responsibility and our personal mission, to do our utmost to help manage your assets properly over your lifetime and for future generations. So we owe it to you to be clear about who we are and what we care about.

BCASI is a member of Callan Associates’ Independent Advisor Group (IAG). Founded in 1973, Callan is employee-owned and one of the largest independent investment-consulting firms in the United States with offices in five major cities. Its clients include pension plans, endowments, and high net worth individuals, which collectively hold more than $2 trillion in assets. As an IAG member firm, BCASI has access to Callan’s Capital Market Projections, state of the art asset allocation software and investment manager and mutual fund research enabling us to bring institutional advisory capabilities to our clients.

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What You Can Expect From Us…

Our well-established wealth management process involves a global perspective of your holdings in order to develop strategies and craft portfolios that are best suited for our clients.

We help clients meet their objectives by:

  • Defining goals
  • Reviewing assets
  • Analyzing needs
  • Providing personalized recommendations
  • Implementing executing
  • Tracking, monitoring, revising and refining

We research and select each investment manager or vehicle based on rigorous qualitative and quantitative due diligence. We review and compare managers’ track records, stability, integrity, direction, and depth, and have developed a proprietary tool to help quantify managers’ performance, style, risk, and consistency. After we work with you to develop your investment profile and criteria, we choose the appropriate managers for your portfolio and review our selections with you. Our objective is to give you access to world-class asset managers around the globe.