The Wealth Management Experts
At Baskin Wealth Management, we provide customized wealth management solutions and services to families and foundations with $1 million or more to invest. We take the time, not only when you first become a client, but throughout the relationship to ensure we have an in-depth understanding of your complete financial situation. This takes into account your goals and attitudes towards risk as well as considering your tax, legal and estate requirements to ensure your portfolio continues to meet your needs.
Customized Wealth Management Solutions
Our Investment Edge
We conduct in-depth research to fully understand the key drivers of the businesses we buy for you – business models, competitive landscapes, and management track records. Our research process is dynamic, constantly seeking to understand your investments better. Most importantly, we have the patience to wait for the right opportunities and to use the day-to-day volatility to your advantage.
Our commitment to protecting your capital and building your wealth over the long-term is demonstrated through a strict adherence by our investment committee to three simple investment principles.
We take a focused approach to build a curated portfolio of our best ideas
We use fundamental analysis and independent judgment to determine a company’s value
We ignore the day-to-day noise and focus our attention on compounding your capital over the long run
Fixed Income Strategy
Reduce volatility and protect your downside
Equity Investment Criteria
Owning the best businesses for the long-run
Superior Client Experience
Baskin Wealth Management takes pride in its close attention to client service. We offer our clients a unique discretionary investment management experience in that they have direct access to the expertise of the top people at our firm, a dedicated client service team, and easy-to-read dashboard reporting.
Investing with Baskin
Fees and commissions are often a source of confusion in the financial services sector. Baskin Wealth Management is transparent with respect to our compensation. No hidden fees.