Robert Baer is a financial advisor at Baer Investment Advisory LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He worked at Goldman Sachs from 2008 to 2021 before joining Baer Investment Advisory LLC. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, tailoring Investment Policy Statements and model portfolios for each client. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, employing both long- and short-term trading strategies with ongoing portfolio monitoring.

Gregory Smith is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Birch Run Capital Advisors, LP and Century Gorge, Inc. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm utilizes a blend of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, employing both long- and short-term trading along with derivative strategies.

Darel Baer is a CFA® charterholder with 32 years of industry experience. He is the principal of Baer Investment Advisory LLC in Yuba City, CA, where he has worked since 2007. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm employs a blend of fundamental, technical, cyclical, and quantitative analysis, utilizing both long- and short-term trading strategies along with options and margin, and manages approximately $126.7 million in discretionary assets.

Brock Stassi is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He has a background in professional baseball and currently serves as a baseball coach at William Jessup University. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory to tailor investment strategies.