Baldrige Asset Management is an S.E.C. registered investment advisory firm providing comprehensive investment advice and money management to individuals, corporations, trusts, pensions and endowments.  Our advice, based on more than thirty years of investment experience, is built upon a foundation of sound economic principles and hard data, supported by a wealth of real world results.  We work closely with clients and their accountants, attorneys, and other advisors to develop effective solutions that help our clients reach their financial goals.

Values and Beliefs that Guide Our Advice

• Every client’s financial needs and objectives are unique.  We endeavor to develop advice that meets the particular needs of each individual.
• A policy of ethics, honesty, disclosure and education is the way to earn our clients’ trust.
• Asset allocation -- choosing asset classes and determining the percentage of the portfolio to assign to each -- is the primary determinant of long-term investment success.
• Understanding risk, controlling volatility, and discipline are of vital importance to successful investment results.
• Awareness of costs and tax implications is critical to long-term investment outcomes.
• Independent, unbiased, fee-only advice serves the best interests of the client.

Baldrige Asset Management practices rigorous control of client confidentiality and strictly adheres to the Code of Ethics and Professional Responsibility of the Certified Financial Planners Board, Inc.  We also manage assets in accordance with the Prudent Investor Rule.  A copy of our SEC-ADV disclosure document is available upon request.

DISCLOSURE:

This site is only intended for clients and interested investors residing in states and countries in which Baldrige Asset Management is qualified to conduct investment advisory services.  Baldrige Asset Management is an SEC-registered investment adviser located in Allentown, Pennsylvania.  Baldrige Asset Management may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  For non-clients of the firm, Baldrige Asset Management’s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Baldrige Asset Management at 610-336-4395 to find out if we may conduct advisory business in the state or country where you reside.  Accordingly, Baldrige Asset Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website.  Any subsequent, direct communication with a prospective client shall be conducted by a Baldrige Asset Management representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective clients resides.