Baldwin Investment Management, LLC
Baldwin Investment Management, LLC is a registered investment adviser headquartered in West Conshohocken, Pennsylvania. Founded in 2000, Baldwin provides continuous and personalized investment supervisory services for a diverse clientele that includes high net worth individuals, individuals, and select charitable organizations. The firm manages over $1 billion in assets and employs 16 people, more than half of whom serve as investment professionals. Baldwin serves clients primarily in the United States, emphasizing individualized advice and portfolio management.
Investment Strategy
Baldwin Investment Management, LLC offers tailored investment advice and portfolio management services, focusing on meeting the specific financial goals of each client. The firm primarily serves high net worth individuals, other individuals, and charitable organizations by constructing diversified portfolios across equities and other asset classes. Baldwin's investment philosophy emphasizes personalized, client-focused strategies, with discretion and non-discretionary management, and a long-term perspective that seeks to balance growth, income, and capital preservation based on clients’ unique objectives.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | Berkshire Hathaway Inc A | 48.92% | $405.2M | 556 | $798441.60 | $728800.00 | -$38.7M |
A AVGO | Broadcom Limited | 2.54% | $21.0M | 76,307 | $49.61 | $275.65 | +$7.8M |
N NVDA | Nvidia Corp | 2.31% | $19.1M | 120,936 | $18.63 | $157.99 | +$5.4M |
M MSFT | Microsoft Corp | 1.97% | $16.3M | 32,728 | $167.36 | $497.41 | +$3.9M |
A AAPL | Apple Inc | 1.79% | $14.9M | 72,428 | $53.42 | $205.17 | -$1.1M |