Our Approach

Our Approach 2018-06-29T12:00:09+00:00
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.

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Our Guiding Principles

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.

Focused understanding.

We believe in the benefits of diversifying client portfolios, but also strongly believe in having an in-depth understanding of every investment we make in your portfolio. To achieve this, we manage each portfolio with a focused number of individual securities.

Fundamental analysis.

We thoroughly research and assess economic indicators, sector outlooks, company results and competitive positioning to identify underpriced securities and to avoid those that are overpriced.

Patience.

We believe that value is recognized over time and have the confidence to take a position in a security and hold it as the market comes to agree with our assessment of its true value.

Guiding Principles
Unparalleled Support

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.

Sample Quarterly Report

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.

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Investing with Baskin