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Baxter Investment Management

1030 E. Putnam Ave
Riverside, Connecticut 06878
United States
 
Contact :      Mr. John Baxter
Phone :       203-637-4559
Fax :             203-637-9652
Email :         Info@baxterinvestment.com
Web :           http://www.baxterinvestment.com

Baxter Investment Management Information

Type of organization :
Total Assets Managed ($Mil) : $422
Tax-Exempt Managed ($Mil) : $78
Taxable Assets Managed ($Mil) : $145
Year Founded : 1924
Wrap Programs Offered? : Yes
# of Accounts Managed : 697
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Baxter Investment Management History

Baxter Investment Management is an independent, investment advisor registered with the U.S. Securities & Exchange Commission under the Investment Advisers Act of 1940. The firm is 100% owned by the Baxter family and employees. Over the course of their long history, Baxter Investment Management has served many thousands of investors through every conceivable market, economic and political condition. The firm was founded in 1924 by William J. Baxter, Sr. (1899 - 1970) as an economic consulting service. From 1924 through the 1950's, the firm provided research and advice to numerous leading U.S. corporations and their CEO's. In 1959, Baxter Brothers, Inc. was established, doing business as Baxter Investment Management, to provide individualized and continuously supervised investment advisory services.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
485
$192.55
 
Limited Partnership :
 
Foundations :
5
$5.70
ERISA :
21
$15.36
Unions, Taft-Hartley :
Public :
Others :
14
$9.08
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Baxter Investment Management Personnel

Mr.  William Baxter III

Portfolio Manager
Tel : 203-637-4559
Email: bill@baxterinvestment.com
William J. Baxter III joined Baxter Investment Management in 1989. He is a graduate of Colgate University (B.A. Economics, 1987). Mr. Baxter is the firm's President and Chief Portfolio Manager.

Mr.  John Baxter

Marketing Director
Tel : 203-637-4559
Email: john@baxterinvestment.com
John Baxter joined the firm in 2002, and has over three years of industry and investment experience. He formerly served as a Financial Advisor for UBS PaineWebber.

Mr.  Jamie Gioia

Data Preparer
Tel : 203-637-4559
Email: jamie@baxterinvestment.com

Mr.  J. Bradford Smith

Researcher/Analyst
Tel : 203-637-4559
Email: brad@baxterinvestment.com
Mr. Smith is a graduate of Princeton University (B.A. 1986) and has over sixteen years of securities research experience. Mr. Smith has been with the firm since May of 2000.

Mr.  William Baxter, Jr.

President/CEO
Tel : 203-637-4559
Email: bill@baxterinvestment.com
Mr. Baxter is a graduate of Colgate University and The Columbia University School of Business. He has over 45 years of investment experience and has been with the firm since 1958. He serves as the firm's CEO and Chief Economist.

Baxter Investment Management Product Name

Core Equity Composite:Privately Managed Accounts
Balanced Composite:Privately Managed Accounts
Report Created: September,22 2018.  Copyright Money Manager Review , All rights Reserved.
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