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:
Personalized Customer Service
We strive to provide our clients with customer service that is a cut above the rest. After all, it’s our reputation that’s on the line. 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
Working with Baker Asset Management means you will have direct access to an 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.
As an independent investment firm, Baker Asset Management does not sell any proprietary (in house) products, and our fluctuating fee structure ensures that our compensation is based on the value of your portfolio. Accordingly, we are highly motivated to provide quality investment advice that will facilitate the preservation and growth of your portfolio.
Not FDIC Insured. Not Bank Guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
©2019 Baker Asset Management LLC.
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