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

 

Contact our investment advisory team > 
 
Manage your investment portfolio

Fidelity
Manage your account >

Schwab
Manage your accont>

SEI
Manage your account >

Five Star Proferssional Wealth Manager




 

Investment news and insights

Subscribe via RSS

Family and individual investors Topics

More insights >

Retirement Readiness - A Case Study
Baker Tilly assisted a married couple in need of candid advice and guidance >
Case Studies
Planning for retirement
Looking for financial security: How much money will you have at retirement& >
Webinar
Planning for a successful financial future
Learn about five concepts to help you have a successful financial future. >
Webinar

Investment Advisors Topics

More insights >

Monthly economic update - January 2013
Agreement in Congress averted the harshest component of pending tax code ad >
Newsletters
Succession Insights: Year-end tax, investment, and business trans
Baker Tilly provides valuable insights on identifying the steps to take whe >
Webinar
New fee disclosure requirements for 401(k)s
Beginning this month, the Department of Labor will require covered service >
Alerts
 

Baker Tilly Investment Advisors, LP, is a registered investment advisor. Securities are offered through Baker Tilly Capital, LLC, member FINRA and SIPC; Office of Supervisory Jurisdiction located at Ten Terrace Court, Madison, WI 53718, phone 800-362-7301. Baker Tilly Capital, LLC, is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP, an accounting firm. Baker Tilly Virchow Krause, LLP, is an independently owned and managed member of Baker Tilly International. Baker Tilly Investment Advisors, LP, is an independent partnership and is not affiliated with Baker Tilly Virchow Krause, LLP, any of its subsidiaries, or Baker Tilly International.

This publication should not be viewed as a recommendation, an offer to sell, or a solicitation of an offer to buy a particular security or service. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax, or investment advice. Financial information is from third-party sources. While such information is believed to be reliable, it is not verified or guaranteed. Performance of any indexes is provided for reference and competitive purposes only without factoring any fees, commissions, and other charges. Individual results achieved by investors will be different from those of the indexes. Indexes are unmanaged; one cannot invest directly into an index. The views and opinions expressed are those of Baker Tilly Investment Advisors, LP, and they are subject to change at any time.

Past performance does not imply or guarantee future results. Investing in securities involves risks, including possible loss of principal. Diversification cannot assure a profit or guarantee against a loss. Investing involves other forms of risk that are not described here. For that reason, you should contact an investment professional before acting on any information in this publication. © 2013 Baker Tilly Investment Advisors, LP

The Baker Tilly trademark is used under sublicense from Baker Tilly Virchow Krause, LLP.