Baker Ellis Asset Management

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1231 NW Hoyt St Ste 306
Portland, OR 97209
+1 (503) 227-5778
http://www.bakerellisllc.com

Baker Ellis Asset Management, established in 2002, focuses on delivering independent wealth management services to a diverse clientele that includes individuals, trusts, and corporate clients across North America and internationally. Their investment philosophy centers on value, diversification, and a long-term strategy, informed by comprehensive financial planning.

The firm boasts a collaborative investment team with diverse qualifications, including MBAs, Chartered Financial Analysts, and Certified Financial Planners who collectively contribute to innovative investment strategies and effective client solutions. Committed to fostering financial peace of mind, Baker Ellis seeks to invest in robust businesses led by shareholder-friendly management.

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