We offer a wholistic approach and service to Investment Management

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. Our personalized wealth-management services include:

• Investment Management
• Retirement Planning
• IRAs
• Rollovers
• Personal Accounts
• Stocks
• Bonds
• Mutual Funds
• Tax Strategies
• Estate Planning
• Private Equity
• Real Estate
• Access to Institutional Assets

Personalized Customer Service

We strive to provide our clients with customer service that is prompt and professional. At Baker Asset Management, your investments will never be pooled together with other clients. We regard each and every client as a valued individual, which means we manage our clients’ investments separately.

Professional Portfolio Management

As a client of Baker Asset Management you will have direct access to your experienced portfolio manager. 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.