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Foresight for Financial Wealth Management

Your independent financial family office

Welcome to Baker Asset Management

Baker Asset Management, LLC is a locally owned independent money management firm. We are committed to provide our clients the mental freedom of knowing that their financial interests are our top priority.

Our Story

Baker Asset Management (BAM) is a spinoff company from our more well-known parent, The Baker Group. Established in 2005, BAM has incorporated a lot of the same attributes. We understand that successful investment relationships are measured by performance, service, financial strength, and discretion, just as James Baker did.

BAM is a private-client wealth management company created to assist you on reaching your long-term goals. Through our trusted advisors, we will establish individual investment objectives that are designed just for you. We provide you with returns on investments that limit your exposure to risk, as well as a potential loss on capital. Our interests are aligned with your interest, in a sense, “We eat our own cooking” and purchase the same securities as you.

We grow our clientele and their assets at a limited capacity and controlled pace. We only add people to our team that share our same long-term investment objectives and philosophy. BAM’s disciplined wealth-management services are grounded in a working relationship with you and your other advisors. (Usually a CPA and estate-planning attorney) The results of this relationship is a cohesive team that works collectively to provide you with a tax-efficient investment portfolio.

 

 

Our Team

Phil Stenseth

Phil Stenseth, CFA

Phil Stenseth is a Managing Director of The Baker Group, where he is responsible for directing the firm’s fixed income trading operation. He is instrumental in the firm’s development of bank investment portfolio and interest rate risk management strategies, researching new investment products, and monitoring bank regulatory and compliance issues. Stenseth has revised and continues to enhance the firm’s proprietary software programs designed to assist clients in the management of their investment portfolios and the overall interest rate risk of the financial institutions. He regularly conducts educational seminars for banking groups and associations nationwide. He has addressed various bank trade associations, serves as a faculty member of several national and regional banking schools, and has been frequently published in many banking journals and periodicals.

Stenseth holds a Bachelor of Science degree in finance from the University of Arizona and is a Chartered Financial Analyst®. He is a member of the Association for Investment Management and Research and the Financial Analysts Society. Stenseth is registered as a general securities principal with the Financial Industry Regulatory Authority.

Phil Stenseth, CFA
President
405.415.7280

Doug Claycomb

Doug Claycomb, CFM

Doug Claycomb is a graduate of the Meinders School of Business at Oklahoma City University. Doug has earned his Chartered Financial Manager, and holds his Series 7 and Series 66 licenses through the Financial Institutions Regulatory Authority (FINRA). Originally from Pennsylvania, Doug has been in Oklahoma for over 20 years. Doug got his start in the industry with Merrill Lynch in 2003 and was a co-founder of PlanGroup Financial Inc. Doug is now the Portfolio Manager for the Baker family and is honored to be providing asset management services to clients of Baker Asset Management.

Doug Claycomb, CFM
Senior Wealth Manager
405.415.7270

Josh Swanson

Josh Swanson

Josh Swanson has a twenty-year career in the finance industry managing community institutional assets for The Baker Group. He holds his Series 7, 63, and 65 through the Financial Institutions Regulatory Authority (FINRA).

Josh Swanson
Wealth Manager
877.406.0016

Cody Wilson

Cody Wilson

Cody Wilson has over twelve years of experience growing and servicing business relationships. He currently holds his SIE, Series 7, and Series 66.

Cody Wilson
Wealth Manager
405.415.7289

Paul An

Paul An

Paul An serves as a Wealth Manager and works with internal operations at Baker Wealth Management. He earned a Master of Business Administration from the University of California State-Fresno.

Paul An
Wealth Manager/
Internal Operations
405.415.7393

Cody Wheeler

Cody Wheeler

Cody Wheeler is the Director of Operations for Baker Asset Management and is available every day to help with any request or questions.

Cody Wheeler
Wealth Manager/
Director of Operations
405.415.7351

 

Our Services

We strive to provide our clients with customer service that is prompt and professional. At Baker Asset Management, we regard each and every client as a valued individual, which means we manage your investments individually with care.

You have worked hard to create the wealth you have, and effective management is the key to putting that wealth to work for you in a way that will ensure optimal growth. As a client of Baker Asset Management you will have direct access to your experienced portfolio manager and staff. Having a trained specialist overseeing your investments saves you the time and effort of daily portfolio monitoring, allowing you to focus on what is most important to you—whether it’s your occupation, your family, or your retirement.

Our Focus is You

 

Questions

We appreciate you taking time to review our financial services. If you would like more information or for someone from Baker Asset Management to follow-up with you, complete the questionnaire below.

— Baker Asset Management

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Baker Asset Management
1601 Northwest Expressway
20th Floor
Oklahoma City, Oklahoma 73118

405.415.7270
800.998.1787
405.415.7396 f
[email protected]

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