Additional Information
Services for Financial Institutions 

Family and individual investors

Baker Tilly Investment Advisors, LP, works with family and individual investors to help you achieve your important financial goals. Our knowledgeable investment advisors assist with identifying investment objectives and determining asset classes and proper asset allocation. When new legislation passes, we will work with you to understand and implement any tax advantages that fit your situation.

Our wealth management professionals take an independent, objective view on your behalf. We offer exceptional service and proactive communication. As your unbiased wealth advisors, the Baker Tilly Investment Advisors team develops strategies we customize for families and individuals. Access to the full range of investment vehicles leaves us free to use stringent criteria as we narrow our recommendations to the options that best fit your strategy.

The Baker Tilly Investment Advisors difference

  • Independent and objective financial advice
  • Personalized investment policy statements and portfolios
  • Exceptional service and proactive communication
     


 

  • Balance objectives
  • Manage cash flow
  • Explore opportunities
  • Goal-based allocation
  • Tax-sensitive managers
  • Investment banking
  • Annual tax strategies
  • Life insurance
  • Long-term care
  • Business succession
  • Family transfers Charitable gifting

 


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