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Investments

Investment Management Tailored to You

Baker Boyer's Portfolio Management team is experienced at incorporating cost-effective, productive investments into your portfolio that will help you achieve your unique financial objectives. Effective investment management is both an art and a science that we excel at to guide you toward establishing and preserving your family’s financial legacy.

Investment Advisors will 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. Only by understanding you can we recommend the appropriate investment solutions.

No matter the questions, your Investment Advisor will help you answer them in an easy to understand way. Are you ready to get started?

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Our Investment Philosophy

Our investment philosophy is shaped by our fiduciary duty to act in good faith on behalf of all clients. We understand that every client has a unique set of values, experiences, and intentions for their money. With this in mind, we believe that a diversified investment portfolio, informed by a comprehensive financial plan, maximizes the potential that a client will reach their financial objectives and use their wealth in a way that is consistent with their values.

You will have access to a wide range of investment solutions that are designed to help protect and grow your financial assets for tomorrow while enabling you to make prudent financial decisions today. In our complex world, we believe the best way to serve you is to provide a team of experts that will work to understand your unique financial situation and apply the right investment solution.

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Investment Management Services

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We help you navigate those big life questions to give you peace of mind

"Worrying about the stock market keeps me up at night."

The up-and-down movement of markets can be worrisome. That’s why we stay connected with our clients, consistently evaluate their financial objectives, and remain focused on the benefits of long-term investing.

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"How much can I spend in retirement? Do I have enough?"

This question is common as clients head into retirement. We have tools that consider your assets, goals, and spending habits and with the guidance of our experts, can help find the right number for you. 

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"How do I plan for my children's college education?"

Navigating the cost of higher education can be complex. Your team of experts are ready to help guide you toward achieving that goal.

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"Do I need to plan for long-term care?"

You may have anxiety about future medical expenses and not wanting to be a burden to your family. Long-term care may be a solution so you can stress less and focus on the present.

"How much can I give away to charity?"

Donating money to a charity that is meaningful to you is a great way to make an impact. We can give you guidance on what's best for you and the most tax-efficient.

"How do I navigate the death of a loved one?"

Losing a loved one is traumatic and in the immediate aftermath, you may be feeling a bit uncertain about your financial future. With our guidance, we can help you overcome many of the challenges you will be facing.