A complete list of active advisors currently associated with Bacon & Company

Warmer can help you find a great advisor at Bacon & Company or one who fits your needs even better.

Bacon & Company is a small independent investment adviser that manages discretionary portfolios for individuals, families, family trusts and related personal retirement plans. The firm works with a modest client base (about 54 accounts) and invests in U.S.-listed common stocks, investment‑grade fixed income, and selected money‑market and other funds. The firm's investment approach emphasizes long-term exposure to quality growth equities with low turnover, combined with investment‑grade bonds to temper price volatility; asset allocation decisions are made by matching capital market expectations to each client’s risk tolerance. Security selection is supported by quantitative ranking of the firm’s stock universe, and portfolios are managed on a fully discretionary, client‑tailored basis with the option to impose account restrictions. Noteworthy aspects include its sole‑practitioner structure and a deliberately limited practice size intended to provide close scrutiny of each account, and its acceptance of individual (non‑high‑net‑worth) clients without a formal minimum. The firm charges percentage‑of‑assets advisory fees on a tiered schedule, does not charge performance‑based fees or operate private funds, and uses independent custodians for custody and reporting.

To learn more about the advisors currently working at Bacon & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Bacon	Carmel, CA	14

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