Case Study: Baltimore Capital Management, Inc. achieves compliant, cost‑effective Exchange Email and Archiving with Intermedia

Baltimore Capital finds compliant Exchange Email with Intermedia

Baltimore Capital, a Maryland-based investment advisory firm managing individual and institutional portfolios for over 25 years, needed business-grade email with added security and compliance to meet financial‑services regulations. An on‑premises Microsoft Exchange deployment would have required nearly $40,000 in upfront costs plus dedicated staff the firm didn’t have, so Baltimore Capital sought a hosted Exchange solution that provided enterprise features without the capital expense.

They chose Intermedia’s hosted Exchange Email with Email Archiving and the HostPilot® control panel to create and manage mailboxes. Intermedia’s archiving captures and indexes all inbound and outbound mail for e‑discovery and regulatory retention, while the hosted model delivers Exchange functionality, predictable monthly pricing, and no hardware maintenance—giving Baltimore Capital enterprise‑class email and compliance while allowing them to focus on their business.

Baltimore Capital Management, Inc.

Sean Greely

Chief Operations Officer