Confidentiality

Confidentiality, Accounts and Security

BALDWIN values your confidentiality and keeps every aspect of client interaction private. All client accounts are held away from BALDWIN at the client’s custodian. BALDWIN consolidates the accounts associated with each investment policy statement into easy-to-read quarterly reports that provide you with performance, holdings and asset allocation. Information is transferred and transactions are conducted under guidelines that are intended to conform with the letter and spirit of legal, regulatory and other industry standards and are designed with ongoing input from outside compliance consultants. BALDWIN places a high priority on your privacy and the security of your information.

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