Baker Tilly Investment Advisors: A Comprehensive Guide

Introduction

Baker Tilly Investment Advisors is a prominent wealth management firm that offers a wide range of investment solutions to its clients. Founded in 1931, the firm has a long and illustrious history of providing top-notch financial advice and investment management services. In this article, we will take a closer look at Baker Tilly Investment Advisors and what makes them stand out in the competitive world of wealth management.

Who are Baker Tilly Investment Advisors?

Baker Tilly Investment Advisors is a registered investment advisor (RIA) that provides customized wealth management solutions to individuals, families, and institutions. They offer a range of services that include investment management, financial planning, tax planning, and estate planning. The firm is headquartered in Chicago, Illinois, and has offices throughout the United States.

The Services of Baker Tilly Investment Advisors

Baker Tilly Investment Advisors offers a range of investment management services to its clients. These services include:

• Asset allocation
• Portfolio management
• Investment selection
• Risk management
• Performance reporting

In addition to investment management, Baker Tilly Investment Advisors also provides financial planning services. These services include:

• Retirement planning
• Estate planning
• Tax planning
• Education planning
• Insurance planning

What Makes Baker Tilly Investment Advisors Stand Out?

One of the things that sets Baker Tilly Investment Advisors apart from other wealth management firms is their commitment to providing personalized solutions to their clients. The firm takes a holistic approach to wealth management, taking into account each client’s unique financial situation, risk tolerance, and investment goals. This personalized approach allows Baker Tilly Investment Advisors to provide customized investment solutions that are tailored to each client’s needs. Another thing that sets Baker Tilly Investment Advisors apart is their team of experienced professionals. The firm employs a team of seasoned investment professionals who have the knowledge and expertise to manage complex investment portfolios. Their team includes certified financial planners (CFPs), chartered financial analysts (CFAs), and licensed investment advisors.

Conclusion

Baker Tilly Investment Advisors is a top-notch wealth management firm that offers customized investment solutions to its clients. Their commitment to providing personalized solutions and their team of experienced professionals make them stand out in the competitive world of wealth management.

People Also Ask

What is the minimum investment required to work with Baker Tilly Investment Advisors?

Baker Tilly Investment Advisors does not have a minimum investment requirement. They work with clients of all sizes and provide customized investment solutions that are tailored to each client’s needs.

What is the fee structure of Baker Tilly Investment Advisors?

Baker Tilly Investment Advisors charges a fee based on a percentage of assets under management. The fee varies depending on the size of the account and the services provided. They are transparent about their fees and provide clients with a clear understanding of what they are paying for.

What is the investment philosophy of Baker Tilly Investment Advisors?

Baker Tilly Investment Advisors takes a long-term, strategic approach to investing. They believe in diversification and asset allocation, and they focus on managing risk while seeking to achieve long-term growth. Their investment philosophy is grounded in academic research and is designed to provide clients with a high level of confidence in their investment strategy.