Portfolio Manager Burt Baker CIPM™ started Baker Asset Management in 2003 as a general investment advisory firm focusing on asset allocation and manager selection. Since then, Baker Asset Management has evolved into a boutique, registered investment advisory firm offering portfolio management and analytics services to higher net worth families, trusts, financial advisors and institutions.
Asset Management: Our flagship managed portfolio, The BAM Rising Dividends Portfolio, stands as a testament to our investment style and capabilities. Offered as a managed account for clients, the portfolio focuses on investing long-term in companies with a history and commitment to increasing dividend payouts to investors over time.
Analytics: Our research and evaluation of 529 college savings plans has been featured on Bloomberg, Investment News, Ignites, The Daily Press, NPR’s “All Things Considered” among other media outlets. Original research on 529 costs and performance, and in conjunction with Source Media’s Money Management Executive Magazine, led to the industry’s first rankings system based on historical risk-adjusted performance. Recently TuitionView, a highly sophisticated college savings research and planning tool, has entered beta testing among industry professionals.