A complete list of active advisors currently associated with Baer Investment Advisory LLC
Warmer can help you find a great advisor at Baer Investment Advisory LLC or one who fits your needs even better.
Baer Investment Advisory LLC provides discretionary portfolio management and related advisory services to individuals, high net worth individuals, trusts and corporations. The firm constructs an Investment Policy Statement for each client and manages approximately $119 million across its client relationships, offering ongoing monitoring and periodic reviews. BIA’s investment process combines fundamental, technical, cyclical and quantitative analysis within a modern portfolio theory framework and may employ both long- and short-term trading, margin and options strategies. The firm typically focuses on equities, fixed income and related derivative strategies and uses model portfolios that are tailored to client-imposed restrictions and objectives. Noteworthy distinctions in BIA’s brochure include the availability of performance-based fee arrangements for qualified clients and the firm’s written policies for managing potential conflicts when it runs both performance-fee and non-performance-fee accounts (Items 5–6). The brochure also explicitly discloses the use of options and related derivative strategies in client accounts (Items 4 and 8) and documents the firm’s transition from state to SEC registration in 2025.
To learn more about the advisors currently working at Baer Investment Advisory LLC, 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 |
|---|---|---|
Yuba City, CA
| 32
| |
Tiburon, CA
| 25
| |
Tiburon, CA
| 3
|
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