Our portfolio management team is responsible for portfolio construction, proper asset allocation, investment strategy, and risk management.
Trust Advisors specialize in Asset Protection, Estate Planning and Settlement, Guardianships, Investment Management, Retirement Plan Services, Farm Management, and more.
Financial Planning provides goals and plans to prioritize your financial strategies and solutions.
Family Advisors are the single point of contact, bringing together other D.S. Baker Advisors and your own attorney and CPA. They deliver long-term financial planning with an annual review.
