Baldwin Brothers Acquires Assets of KLR Investment Advisors
26 Junio 2024 - 8:00AM
Business Wire
Acquisition Expands Regional Presence and
Enhances Capabilities
Baldwin Brothers, a fifty-year legacy wealth and investment
management firm with headquarters in southeastern Massachusetts,
announced today the acquisition of the assets of KLR Investment
Advisors, LLC, an elite wealth management firm based in Providence,
Rhode Island.
KLR Investment Advisors, LLC serves high-net-worth individuals,
families, and business owners throughout the country and abroad.
This strategic partnership strengthens Baldwin’s commitment to
providing exceptional service and comprehensive financial solutions
to its clients.
“We are thrilled to welcome the talented team at KLR Investment
Advisors to the Baldwin Brothers family,” said Eric Strand,
President of Baldwin Brothers. “Their shared values of integrity,
client-centricity, and innovation align perfectly with ours. We are
committed to, and deeply understand, the responsibility that comes
with managing wealth across generations. This acquisition allows us
to provide an even higher level of service and expertise to our
clients as they navigate their financial future.”
Together, they will offer clients a wider range of expertise and
resources to help them achieve their long-term financial goals,
including:
- Expanded Capabilities: The combined entity boasts a robust team
with diverse expertise in investment research, portfolio
management, and financial planning.
- Enhanced Geographic Reach: Baldwin Brothers gains a stronger
presence in Rhode Island and Southern New England, solidifying its
position as a leading wealth management firm across New
England.
- Greater Resources: Clients will benefit from a broader pool of
resources for operations, technology, and investment research.
"Joining forces with Baldwin Brothers marks an exciting new
chapter for us," said Peri Ann Aptaker, Managing Director of KLR
Investment Advisors. "We are thrilled to bring our team, experience
and commitment to excellence to Baldwin ensuring our clients
continue to receive financial guidance and support."
About Baldwin Brothers
Baldwin Brothers, serving families and individuals nationwide,
is an SEC-registered investment advisory firm with just under $2.3
billion dollars of assets under management. The firm has over 50
years’ history of providing wealth management services to high
net-worth individuals and families. For more information on
Baldwin, please visit www.baldwin-llc.com, and follow us on
LinkedIn, Facebook, and Twitter.
About KLR Investment Advisors, LLC
KLR Investment Advisors, LLC, is a SEC registered Investment
Advisory Firm that offers comprehensive wealth planning and
investment solutions, through a consultative process to successful
individuals and families.
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