Investment Experts

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 With A Multi-Generational Approach

  • We understand your complete financial situation
  • We account for your tax, legal and estate needs
  • We consider your retirement needs
  • We provide financial planning
  • We work with your tax and legal advisors
Customized wealth management solutions with a multi-gernerational approach

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.

Focus

We take a focused approach to build a curated portfolio of our best ideas

Analysis

We use fundamental analysis and independent judgment to determine a company’s value

Patience

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

Quality

High quality investment grade bonds

Diversification

Multiple investments across different industries and sectors

Downside Protection

Investments with shorter maturities to reduce interest rate risk

Liquidity

Highly marketable bonds and access to multiple dealers for best pricing

Equity Investment Criteria

Owning the best businesses for the long-run

Moats

Sustainable and growing competitive advantage

Tailwinds

Long and wide runway for growth and reinvestment opportunities

Culture

Effective corporate governance and management with “skin in the game”

Capital Allocation

A smart approach to dividends, share buybacks and growth projects

Valuation

Disciplined to pay a fair price for a great business

Superior Client Experience

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.

Investing with Baskin