Baker Tilly Investment Services, LLC (BTIS) is an investment advisor that works with local governments, counties, utilities, schools and libraries. As a federally registered investment adviser, our independence and objectivity allows us to focus on what is best for the client.
With investment decisions becoming increasingly difficult, it is more important than ever to get advice from an investment professional who can assist you with ongoing investment practices for your organization.
Our core business is assisting our client in developing short-term structured portfolios for their bond proceeds and operating funds. With more than 90 years of fixed income trading experience, we provide investment management for both bond proceeds and operating funds helping you win today, and anticipate tomorrow.
We start the process with a thorough analysis of each client’s current banking structure. We look at all aspects including total fees paid, interest earnings, technology and service level. Once this is complete, we:
Baker Tilly Investment Services was developed as an independent business entity to help create structured investment programs for our clients’ bond proceeds and operating funds.
Baker Tilly Investment Services is a federally registered investment advisor.
Combined years of investment related experience