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Baxter Investment Management

Headquartered in RIVERSIDE, CT

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Firm Information

Baxter Investment Management, located in RIVERSIDE, CT, is an investment advisory firm with 5 investment adviser representatives. The firm manages approximately $915,112,236 in client assets and offers financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. The firm also manages assets for charitable organizations and pension and profit-sharing plans.

Baxter Investment Management

1030 EAST PUTNAM AVENUE

RIVERSIDE, CT 06878

$915.11M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BAXTER INVESTMENT MANAGEMENT has a total of 2 branch locations across the country.
location

GREENWICH, CT

location

RIVERSIDE, CT

Advisors at Baxter Investment Management

View All 5 Advisors
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Jonathan Bradford Smith

RA

GREENWICH, CT

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William Joseph Baxter

RA

RIVERSIDE, CT

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William Joseph Baxter

RA

GREENWICH, CT

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Unclaimed
John C Baxter

RA

GREENWICH, CT

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Damon Lane Hart

RA

RIVERSIDE, CT

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Disclosures

There are no public disclosures for Baxter Investment Management.

Frequently Asked Questions (6)

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