Baker Capital Management

The firm manages portfolios of individual stocks and bonds for individuals, trusts, estates and charitable organizations, with allocations set according to each client or organization’s needs and ongoing communication. As of year‑end 2025 it reported about $15.3 million in assets under management and typically provides discretionary portfolio management while offering non‑discretionary arrangements if a client prefers.

Investment decisions are grounded in fundamental analysis, with a long‑term equity approach that favors owning individual stocks for multiple years and a bond strategy focused on generating income through a range of maturities and holding bonds to maturity. Clients may impose industry or security restrictions, and the firm emphasizes monitoring the underlying business health rather than short‑term price movements.

What distinguishes the firm from many peers is its explicit work with charitable organizations alongside individual and fiduciary clients, a client type that is relatively uncommon among independent advisers. The firm also purchases individual bonds from multiple brokers to achieve competitive yields, generally uses discount brokerage custody for execution and reporting, conducts quarterly account reviews tied to billing, and does not accept proxy‑voting authority (clients retain voting control).