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

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

Baker Street Asset Management provides discretionary portfolio management and financial planning to a mix of individuals (including high‑net‑worth clients), institutions, corporations, registered investment advisors and retirement plans. The firm prepares client‑specific investment policy statements and, like many supported firms, delivers ongoing portfolio supervision with fees charged on a percentage‑of‑assets basis. The firm’s investment process combines research and quantitative analysis with fundamental, technical and cyclical methods to determine asset allocation and security selection. Portfolios typically use equities, fixed income, mutual funds and ETFs, but the firm may also employ short‑term trading, options writing, short sales and margin strategies and generally requests discretionary trading authority to implement its plans. What is distinctive about the firm is that its principals are licensed insurance professionals and may receive customary commissions from insurance product sales outside the advisory relationship; those outside insurance activities and an affiliation with insurance products are disclosed and noted as potential conflicts of interest. The firm is a small advisory team managing roughly $92 million across about 90 client relationships, so clients are likely to work directly with the firm’s owners and may encounter a combined advisory and insurance relationship that is less common among peer firms.

To learn more about the advisors currently working at Baker Street 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.