We began in 2002 with a question: if we weren't experienced investment professionals ourselves, how would we want our own money to be managed? Our investment approach emphasizes value, diversification and adhering to a long-term strategy informed by comprehensive financial planning.
Our tight-knit, highly collaborative investment team includes four members who have been awarded the Chartered Financial Analyst designation, two MBAs and a CPA to bring a range of perspectives to portfolio strategy and client problem-solving.
Our tight-knit, highly collaborative investment team includes four members who have been awarded the Chartered Financial Analyst designation, two MBAs and a CPA to bring a range of perspectives to portfolio strategy and client problem-solving.
Services
In 2002, we started with a question: if we weren't investment professionals ourselves, how would we want to have our own money managed?. The answer would become Baker Ellis Asset Management, an independent investment firm with a tight-knit team of accomplished professionals, a passionate focus on proprietary global research and total dedication to our clients.
Our investment approach is shaped by decades of professional experience, rigorous proprietary research and a culture of constant intellectual curiosity. We help you match your goals with a thoughtful strategy to get you where you want to go, including comprehensive financial planning for clients who want a detailed roadmap to help guide important life decisions.
An investment professional for more than three decades, Brian earned his bachelor's degree in history from the University of California at Berkeley. He has worked in many facets of the investment industry, from taking orders as a registered representative in a discount brokerage house to conducting proprietary trading and market-making operations.
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