Baker Tilly Investment Services

  1. Jeff Messer

    Jeff Messer


At a glance

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.

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Our solutions

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.

Bond proceeds investment services

  • Develop a realistic estimate of construction draws prior to the bond sale
  • Coordinate with bond counsel to include suitable investment language in legal documents
  • Yield curve and market analysis to determine time frames and amounts to invest
  • Recommend an investment portfolio focusing on safety, liquidity and return, and considering IRS rebate requirements
  • Competitively bid the investments, evaluate bids and see the securities through to settlement
  • Monthly investment activity statements
  • Monitor balances in the construction account throughout the construction phase of the project to look for reinvestment opportunities

Operating funds investment services

  • Analyze current investment return on public fund dollars
  • Determine core balances in each fund
  • Determine the most appropriate investment types based on state investment statues and the client’s investment policy
  • Yield curve and market analysis to determine time frames and amounts to invest
  • Competitively bid the investments and evaluate bids
  • Monthly investment activity statements
  • Monitor balance looking for reinvestment

Comprehensive banking services

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:

  • Assist our clients in preparing a comprehensive request for proposal
  • Review and analyze all proposals received
  • Work with our clients to determine the best proposal

Investment policy review

  • Review and edit current investment policy

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.

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By the numbers

100+ years

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