Investment Advisory Services

Investment Advisory Services

As a Registered Investment Advisory firm, we offer a fee based investment advisory service and we collaborate with outside investment managers to provide a comprehensive, diverse investment portfolio management system for both individual and corporate clients. In addition, we offer certain services through our broker dealer, Leigh Baldwin and Company, LLC.

Our approach to services for individuals is to recognize that each person is different and to help clients achieve their goals by customizing a comprehensive wealth management strategy tailored for their own individual objectives.

Our focus is on cost effectiveness and tax efficiency in our Wealth Management services as we work with clients to achieve their objectives.

Asset allocation is an individualized strategy built on key elements of a client’s financial profile:

  • Investment Objectives
  • Risk Tolerance
  • Investment Preferences
  • Time Horizon
  • Taxation

These factors are used in the determination of a selection of a mix of asset classes; different asset classes have varying cycles of performance, and by investing in multiple classes, the overall investment returns should be more stable and less susceptible to adverse movements in any one class. Asset allocation is the key component in the development and management of an investment strategy.

All investments involve some type of risk, whether it’s market risk, interest risk, inflation risk, liquidity risk, or tax risk. An individualized asset allocation strategy seeks to mitigate the risks of any one asset class through diversification and balance.

For more information on Investment Management, please contact us.

Meet the team

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We have a wealth of experience in the financial services industry.

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