BAKER & ASSOCIATES, REGISTERED INVESTMENT ADVISORS

BARIA

 

“Our Best Client Is An Informed Client”

Aaron Baker

WHAT WE OFFER

Personal Financial Services

Bussines Financial Services

ACU – The Platform for urban economic development

Investment Projects

UNIQUE BUSSINES MODEL

 

We believe our best client is an informed client. In an effort to assist clients in managing the costs of a mutual fund based investment account, products such as ETF’s and no load funds are analyzed provided to clients as alternative investment options.

ADVISORY SERVICES

 

We provide business advisory and personal financial planning services. Because each investor is unique we listen so that we may learn, we hear what you say to be sure we know what you want.

INVESTMENT APPROACH

We offer financial planning services and we offer funding services for private placements for business clients. In either case we use both fundamental and technical analysis in our evaluation process in order to determine the appropriateness of an investment or for seeking funding for a client.

IMPACT INVESTMENT

We seek to make a market in Impact Investing. Impact investing is one form of socially responsible investing and serves as a guide for various investment strategies.

Find out more information about how we can help you achieve your goals