Baxter Investment Management

Jonathan Smith is a Series 65-licensed financial advisor with 28 years of industry experience. He has worked at Baxter Brothers Inc. since 2000. Baxter Investment Management provides discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and offers tailored advice with discretionary implementation.

Damon Hart is a financial advisor at Baxter Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baxter since 2018. Prior to that, he spent 17 years at Raylor Asset Management Group and has been president of DLH Technical Services, a technology consulting firm, since 2001. Baxter Investment Management is a team of five advisors managing approximately $1.0 billion, providing discretionary portfolio management to individuals, institutions, and charitable organizations. The firm employs a long-term, value/GARP investment approach tailored to client needs and offers private investment fund due diligence for qualified investors.

John Baxter is a Series 66-licensed financial advisor at Baxter Investment Management in Greenwich, CT, with 22 years of industry experience. He has been with Baxter Investment Management since 2000. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, company-level research approach with a value/GARP orientation and manages roughly $1.0 billion across a five-advisor team in a multi-generation, family-owned practice.

William Baxter III is a financial advisor at Baxter Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1989. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and tailors advice to individual client needs, managing roughly $1.0 billion with a five-advisor team in a multi-generation, family-owned practice.

William Baxter IV is a Series 66-credentialed financial advisor at Baxter Investment Management with seven years of industry experience. He has worked at Merrill and Bank of America prior to joining his current firm in 2020. Baxter Investment Management is a multi-generation, family-owned practice that provides personalized, discretionary portfolio management to individuals, corporate plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and manages approximately $1.0 billion across a five-advisor team.