Baxter Capital Management is a trusted fixed income specialist based in Indianapolis, IN, offering tailored bond portfolio management services to foundations and endowments. With a focus on maximizing yield and adhering to clients' liquidity needs and risk preferences, they provide unbiased, third-party advice at a low cost, acting as fiduciaries and not charging any commissions or mark-ups.
As a part of their comprehensive services, Baxter Capital Management provides state-of-the-art investment management reports on a monthly basis, customized to meet the specific needs of their clients. Their in-house reporting system ensures accurate and timely information, including portfolio highlights, securities inventory, transactions journal, and various other essential details for effective decision-making.
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