Baker Jensen Investment Advisors, LLC

Baker Jensen Investment Advisors, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and access to third‑party asset managers. The firm serves primarily individual investors but also accepts pension and profit‑sharing plans as well as corporate or other business clients, and manages roughly $38.9 million for a client base of about 50 clients with a typical account minimum of $250,000 (waivable at the firm’s discretion).

The firm’s investment process centers on its Risk Optimize Portfolio Management program, which maps a client’s risk tolerance from a questionnaire to one of five standardized portfolios constructed using Modern Portfolio Theory, with ongoing monitoring and rebalancing. Baker Jensen also places assets with third‑party separate account managers through platforms such as Envestnet and typically operates with discretionary trading authority for managed accounts.

What is noteworthy relative to many solo independent advisers is the explicit acceptance of pension/profit‑sharing plans and corporate clients—client types that are relatively uncommon among peers in this category. The firm also discloses that advisory personnel are licensed to sell insurance products in a separate capacity and that it participates in a custodial institutional program (with attendant economic benefits), both of which are identified conflicts of interest the firm says it manages and discloses.