Baker Tilly Investment Services (BTIS), is a division of Baker Tilly Wealth Management, LLC (BTWM), a federally registered investment adviser. BTIS works with local governments, counties, utilities, schools, and libraries.
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.
Combined years of investment related experience
Investment advisory services are offered through Baker Tilly Investment Services, as a Division of Baker Tilly Wealth Management, LLC, a registered investment adviser. © 2021 Baker Tilly Wealth Management, LLC