Baxter Investment Management

Baxter has not published a named investment committee or leadership roster. Public records indicate a small advisory staff, typical of a boutique firm where decision-making rests with a few senior principals. Specific names are not available in the public domain.

The firm uses external custodians such as Charles Schwab and Fidelity, per public filings. Clients receive statements directly from the custodian, a structure that provides an independent audit layer. This arrangement is standard for RIAs that do not self-clear or hold client securities in-house.