What is Baxter Investment Management?
We are an independent, SEC-registered investment advisor, and we manage approximately $200 million in assets for our clients. We are a fee-only advisor, which means we do not receive commissions on transactions or any other form of compensation other than our management fee. What services do you provide? Our job is to continuously manage and monitor our clients’ investment portfolios. We consult carefully with each client at the outset, to determine the clients overall financial needs and objectives. Then we construct (or restructure) a portfolio that is designed to build and preserve wealth in accordance with each client’s needs, tax circumstances, risk tolerance and objectives. We issue quarterly investment reports to clients and invite them to meet with us at least annually to review their portfolios in person. We are proud of our customer service and rigorous independent research. What type of clients do you work with? Our clients are diverse, located across the country, and have a
