Baker Ellis Asset Management LLC was founded in 2002 by Brian C. Baker, CFA, and Barnes C. Ellis. The two partners are the sole owners of the investment advisory firm and collaborate on all aspects of growing and managing wealth for our clients.
Baker Ellis is an independent, fee-based advisory firm. Rather than selling investment products, we are partners in helping our clients achieve their long-term investment objectives. We receive no commissions from transactions, and have a natural incentive to minimize costs.
Our investment style is value-oriented, with a global scope. We are patient, long-term investors who seek to participate in the long-term growth of successful companies purchased at attractive prices. Our accounts typically are balanced and diversified among individual equities, passive and active mutual funds, fixed income and other asset classes.
We currently manage over $500 million for individuals, company pension plans, charitable foundations and trusts. Our clients typically choose to have us manage most or all of their investable assets, enabling us to advise them effectively on a broad range of financial issues and develop meaningful relationships through the long-term implementation of investment strategy.
Baker Ellis Asset Management LLC is committed to preserving the confidentiality of personal information we receive about you. A detailed understanding of your financial position and objectives is critical to the performance of our responsibilities. We ask clients for a wide range of information in order to fulfill these responsibilities and also to meet regulatory requirements. This information may be received from you on applications or other forms, or communicated verbally. We do not disclose this information to any person or outside entity with the exception of account custodians, regulatory agencies or legal counsel. If you decide to close your account or become an inactive client, we will adhere to the privacy policies and practices described in this notice. We maintain physical, electronic and procedural safeguards to guard your personal information. We reserve the right to change these policies at any time. If you have any questions about our policies and procedures, please contact us.