Baker Street Advisors
Baker Street Advisors LLC is a leading registered investment advisory firm based in San Francisco. The firm serves fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. Baker Street focuses on simplicity, cost-effectiveness and tax-efficiency, while seeking to generate the highest risk-adjusted rates of return, after taxes and fees, for each client. Their investment process is implemented through open architecture solutions, including a mix of beta-driven and alpha-oriented investments.
ABOUT BAKER STREET ADVISORS
Baker Street Advisors is one of the largest independent wealth managers in California.
The firm also works with trusts, estates, pension and profit-sharing plans and other legal entities.
Their client offering includes asset allocation, investment management, financial and estate planning, tax planning, philanthropic advisory and family governance.
BAKER STREET SERVICES
Client Service.
Baker Street serves as a resource for clients' financial needs. Their clients are served by at least two professionals who are readily available to them.
Family Office Services.
Their team has decades of experience working with some of the nation's wealthiest families.
The firm offers institutional quality advice and access, including diversifying your asset, keeping fees to a minimum, and pursuing active management.
Taxable Transition Management.
The firm evaluates all portfolio changes on an after-tax basis. They have the technical capability to re-engineer existing portfolios to better reflect an index-approach, without realizing all of the embedded, taxable gains.
Wealth Planning.
The firm works closely with their clients' accountants and estate attorneys to ensure the integration of all of their financial affairs.