BAM Disclosure Brochure

Baker Asset Management: Locally owned independent money management firm, Baker Asset Management, LLC is committed to providing our clients with the kind of peace of mind that comes from knowing someone is looking out for their best financial interests.

Plan Group Financial has been hired by Baker Asset Management to sub advise for all of our clients assets that are currently under management.

Not FDIC Insured. Not Bank Guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.