Baker & Company Advisory Group, Inc. of Decatur, IL, founded in 1987, has 25 years of experience in investment and wealth management. Baker & Company Advisory Group adapts traditional investment and advanced financial planning tools in simple, yet elegant, ways to help our clients achieve their missions. Baker & Company individually tailors quality financial solutions to help clients prosper while preserving and protecting what’s important to them.
Baker & Company Advisory Group combines strategic investment decisions with strategies designed to focus on detecting significant market changes that threaten the wealth of our clients. For investment management, we utilize our own quantitative disciplines and refer clients to outside money managers who possess a documented track record of protecting clients from serious market downturns. Of course, past results do not guarantee future results.
At Baker & Company Advisory Group, we have always questioned the wisdom of relying too much on the standard “Buy & Hold” investment approach. We had only been incorporated as a Registered Investment Advisor a few months before the big crash of Oct. 1987. We didn’t have a lot of clients but we have always been proud of having been able to move the few clients we had into the safety of a money market fund several weeks before that crash. While it would be inappropriate to claim that our re-entry after the crash was profitable or advantageous, it has always been a point of pride that we protected our clients from that crash. Of course, while past results do not guarantee future results, this experience has had a deep and continuing influence on our philosophy.
We are an independent firm and have no obligation to sell proprietary products or services. We can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. We understand how important trust is.
For registered investment advisory custodial services, we utilize TD Ameritrade. Securities are offered through our broker dealer, First Allied Securities, Inc. They are one of the leading full-service independent brokerage firms in the nation. First Allied Securities has more than 1,000 registered representatives, 300 locations and over $20 billion in client assets. First Allied offers experienced reputable and timely financial management with a contemporary, independent perspective. Baker & Company Advisory Group is not an affiliate of First Allied Securities, Inc.
