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- Baldwin Brothers Acquires Assets of KLR Investment Advisors
Baldwin Brothers Acquires Assets of KLR Investment Advisors
Slice of Finance Team
07 Jul
Key Highlights:
Baldwin Brothers acquires assets of KLR Investment Advisors, expanding services.
Eric Strand, President of Baldwin Brothers, emphasizes shared values and client-centric approach.
Enhanced capabilities in investment research, portfolio management, and financial planning.
Greater geographic reach in Rhode Island and Southern New England.
Clients benefit from broader resources and technology.
Source (Business Wire)
Notable Quotes:
“We are thrilled to welcome the talented team at KLR Investment Advisors to the Baldwin Brothers family. Their shared values of integrity, client-centricity, and innovation align perfectly with ours."
"Joining forces with Baldwin Brothers marks an exciting new chapter for us. We are thrilled to bring our team, experience, and commitment to excellence to Baldwin ensuring our clients continue to receive financial guidance and support."
Our Take:
The acquisition of KLR Investment Advisors by Baldwin Brothers signifies a strategic move to strengthen Baldwin’s presence and service offerings in the wealth management sector. By combining forces, Baldwin Brothers and KLR Investment Advisors will provide clients with a more robust suite of financial solutions, enhanced investment research capabilities, and greater geographic coverage. This partnership not only bolsters Baldwin Brothers' position in Southern New England but also reinforces its commitment to delivering top-tier wealth management services with a client-centric approach. As the industry continues to evolve, such strategic alliances are crucial for firms aiming to maintain competitive edge and deliver exceptional value to their clients.