Protect What You Have
Grow What You Need
With Baxter Investment Management
We believe managing risk is the key to successful wealth management. That’s why we’ve developed our entire investment philosophy on this principle, an investment philosophy that’s been tried, tested and perfected over 100 years and four generations of financial professionals.
Our Investment Philosophy At a Glance
Sometimes described as a “Core” or GARP (growth at reasonable prices) manager, our objective is to identify compelling values we believe will generate attractive returns on capital without undue risk.
We believe in a patient approach to investing, where individual stock selection is paramount, rather than sector or market timing.
We invest where we believe the best opportunities lie for long-term growth, without constraints by style such as growth and value, or market capitalization.
We designed our rigorous and disciplined screening process to identify quality companies with strong balance sheets, consistent earnings growth, sound management and strong potential for long-term growth.
Focused On Preserving & Growing Your Wealth Now & Through Retirement
We’re committed to reaching your financial goals, here to help you focus on what lies over the horizon. As you enjoy the wealth you’ve worked hard to earn today, our team works to develop and deliver a tailored wealth management experience aligned with your goals for tomorrow.
Learn More About
Our Screening Process
Our Screening Process
At any given point, we typically select and focus on twenty-five to thirty companies we believe offer the greatest potential for long-term growth.
We screen the many companies that form our investment universe, to establish this “watch list” of select companies we find attractive for investment under the right circumstances and valuations. Our process compiles and continuously analyzes hundreds of data points from a myriad of sources for each individual stock we select or consider for investment.
While broader, long-term macro-economic trends influence the growth potential of prospective companies and industries, bottom-up fundamental research anchors our investment approach. Company balance sheets and fundamentals and in-house research with company executives, employees, suppliers and competitors all shape our investment assessment.
Your Portfolio Construction
Your Portfolio Construction
We build positions strategically based upon current valuations and long-term prospects, producing portfolios uniquely structured to meet the needs of each particular client. Risk from stock selection is carefully monitored.
At Baxter Investment Management, we believe that we can achieve superior long-term returns for our clients as a result of:
- Our disciplined approach to portfolio construction
- Quality research
- Active portfolio management
- Tax-sensitive investing
Offering Stocks, Bonds or Both
Offering Stocks, Bonds or Both
We construct and manage stock and bond portfolios. Most clients maintain a portfolio containing both stocks and bonds. Of course, specific allocations depend on each client's particular needs and risk tolerance.