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Investment Management

Keep custody of your assets while we provide time-tested strategies to protect and grow your wealth without missing out.

We work with you to build an investment portfolio that preserves your wealth, achieves strong returns, and counters the erosive effects of inflation and taxes. Proper asset allocation among cash, equity, fixed-income securities, and alternative investments are some of our favorite balance points.

Our Investment Management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation tailored to business owners. Let us provide you with skilled investment research and long-term planning in a lifelong professional relationship built on care and integrity.

Discussion

How it works

Our process

Step 1
Apply to be a client


Complete the form below and our office will reach out to ensure we are a good fit.

Step 2
Define your goals


If we move forward, our team will develop a personalized plan to achieve your biggest goals.

Step 3
Shape your financial future

Delegate the execution of your tax and financial plan to a partner trusted by over 1,000 business owners.

INTERESTED IN WORKING WITH US?

Apply to become a client.

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BaldridgeFinancial
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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.