Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC, founded in 2002, specializes in independent wealth management for individuals, trusts, and corporate clients across the U.S. and internationally. The firm focuses on delivering financial peace of mind through a disciplined investment strategy centered on value, diversification, and long-term planning.
With a collaborative team comprising professionals who hold advanced qualifications such as CFA and CFP, Baker Ellis emphasizes investing in shareholder-friendly companies with sustainable business practices and robust cash flow. Their comprehensive approach is designed to help clients achieve their financial goals while navigating the complexities of investment management.
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