A complete list of active advisors currently associated with Baker Asset Management, LLC

Warmer can help you find a great advisor at Baker Asset Management, LLC or one who fits your needs even better.

Baker Asset Management provides fee-only investment portfolio management to individuals, trusts, endowments and non-profit/charitable organizations. The firm offers both discretionary and non-discretionary asset management and limits its services to portfolio management rather than selling commissioned financial products. The firm documents client goals in investment policy statements and performs quarterly reviews, with more frequent reviews when market conditions warrant. Portfolios follow either diversified mutual fund/ETF allocations or a buy-and-hold individual-security approach; in individual-security accounts the manager may employ options (puts and covered calls) and occasional leverage to augment cash flow and manage downside risk. Compared with peers, Baker Asset Management’s client mix includes charitable organizations and endowments — a relatively uncommon client type for independent advisors of this size — and it manages about $5 million across roughly a dozen clients, which supports more individualized oversight. The firm does not accept commissions or soft‑dollar arrangements, maintains an information security and privacy program, and generally leaves proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Baker Asset Management, 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.