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Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
Manitou Investment Management Ltd.
Team
Total advisors
1Clients per advisor
437 Very HighAvg AUM per client
$3,114,499 Very HighHNW client ratio
50% HighStuart Baker is a CFA® charterholder with five years of experience at Manitou Investment Management Ltd. He has prior experience at Smith School Business and Smith & Andersen Consulting, as well as four years at Queen's University. Manitou Investment Management provides discretionary and non-discretionary customized investment management primarily through separately managed accounts to high-net-worth individuals, institutional clients, and U.S. separately managed account clients, with additional advisory services for non-U.S. clients. The firm emphasizes building generally concentrated portfolios tailored to each client’s objectives, incorporating a range of equity, bond, and alternative investments.
Based on Manitou Investment Management Ltd.
1.25% per annum, tapering down to 0.20% per annum based on assets under management
Performance-based fees charged only to certain Non-U.S. clients; U.S. Clients are not subject to performance-based fees.
Account minimum: $5 million Fee-only: Management fees based on tapered fee schedule starting at 1.25% and declining to 0.20% per annum on AUM; no commissions charged.
Texas
1 year of industry experience
Manitou Investment Management
2021 - Present • 5 years
Toronto
Smith School Business
2020 - 2021 • 1 year
Kingston
N/a
2019 - 2019 • 1 year
Toronto
Smith & Andersen Consulting
2017 - 2019 • 2 years
Toronto
Queen's University
2013 - 2017 • 4 years
Kingston
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Lawyer
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Real estate agent
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Other specialized services
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