Baker Street Advisors has the resources, experience and expertise to offer its clients a breadth of services.
We deliver customized, prompt and attentive service.
We manage complex family financial structures.
For those clients with complicated and demanding administrative needs, Baker Street Advisors offers the necessary resources and expertise. Our team has decades of experience working with some of the nation’s wealthiest families. We have the ability to efficiently organize and oversee the most complex administrative and financial structures.
We offer institutional quality advice and access.
Our investment process is rooted in the science and data that shapes the investment process at the nation’s largest university endowments. These simple themes include:
We have an expertise in tax-efficient investing.
Often, the greatest barrier to altering an investment portfolio is the potential tax cost. At Baker Street, we evaluate all portfolio changes on an after-tax basis. We have the technical ability to re-engineer existing portfolios to better reflect an indexed-approach, without realizing all of the embedded, taxable gains.
The minimization of tax costs is an essential component of a successful investment plan.
Our team has the expertise to serve as your personal CFO.
Among other things, a sound wealth management plan addresses the matters of tax, insurance, and estate planning. A successful investment portfolio is often the output of a thorough wealth management plan.
We work closely with our clients’ accountants and estate attorneys to ensure the integration of all of their financial affairs.