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Investments

Investment Professional Services

The Baker Boyer Investment Professional is experienced at incorporating cost-effective, productive investments into your portfolio that will help you achieve your unique financial objectives. This includes combining both the art and science of investing to guide you toward establishing and preserving your family’s financial legacy.

The key role of the Investment Professional is to work closely with you to develop a long-term, personalized investment strategy that will adapt with you all along your Life Journey, meeting your needs today and in the future, as your needs and goals change. Only by understanding you can we recommend the appropriate investment solutions.

Investing can be challenging, and we will bring clarity to those challenges with informed and sound investment strategies that are right for you. As an important part of your D.S. Baker Advisors team, Investment Professional Services include investment management, managed asset accounts, retirement planning, college savings accounts, insurance reviews, and other investment and financial strategies.