Baker Tilly Investment Advisors, LLC follows an investment approach for selecting investment options that ensures we recommend the most appropriate alternatives for our clients. A five-step process guides our Investment Advisors as they work with you and for you.
Step one: Quantitative analysis Our investment analysts screen investment options for their performance, risk, expenses, consistency, and management tenure.
Step two: In-depth analyst research We conduct more quantitative research on the top investment options that includes attribution and style-based analysis, rolling performance over time, upside/downside capture, evaluation of results from other products, company information, and third party reviews on the products.
Step three: Investment company meeting Our Investment Oversight Committee meets with investment managers to learn about the depth and continuity of the team, the manager’s investment philosophy and process, and ownership structure of the firm. This is used to assess the management team’s ability to deliver results.
Step four: Selection of investment options The funds passing steps one, two, and three are then presented to our Investment Committee, if all committee members approve, Baker Tilly adds the investment option to our recommended list.
Step five: Monitor investment options We monitor all recommended investments options on an ongoing basis. If an investment option does not continue to meet specific quantitative requirements or there is a change in qualitative factors, we conduct a further review and present our findings and recommendations.
Baker Tilly Investment Advisors, LLC is a registered investment advisor and a subsidiary of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Investment Advisors, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.
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