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The relentless pursuit of value.
The thoughtful exercise of judgment
.

Independent Wealth Management

1231 NW Hoyt Street Suite 306
Portland OR 97209
Tel 503.227.5778

Photo by Nicole Freshley

In the end, we seek to help our clients achieve not only their investment objectives but also financial peace of mind.

Barnes C. Ellis

Our Story

We began in 2002 with a question: if we weren’t experienced investment professionals ourselves, how would we want our own money to be managed?

Baker Ellis serves individuals, trusts and corporate clients from Portland, Oregon to New York, as well as clients in Canada, Japan and the U.K.

Brian C. Baker, CFA

Approach

Our investment approach emphasizes value, diversification and adhering to a long-term strategy informed by comprehensive financial planning.

We look for shareholder-friendly management in strong and stable businesses with healthy cash flow and, wherever possible, a defendable moat.

J.B. Groh, CFA

Leadership

Our tight-knit, highly collaborative investment team includes four members who have been awarded the Chartered Financial Analyst designation, two MBAs and a CPA to bring a range of perspectives to portfolio strategy and client problem-solving.