Investment Discipline
Baker Street Advisors, LLC provides customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. Baker Street’s client offering includes asset allocation, investment management, financial and estate planning, tax planning, philanthropic advisory and family governance. The firm focuses on simplicity, cost-effectiveness and tax-efficiency, while seeking to generate the highest risk-adjusted rates of return, after taxes and fees, for each client. Baker Street’s investment process is implemented through open architecture solutions, including a mix of beta-driven and alpha-oriented investments.
The Firm
Baker Street is one of the largest independent wealth managers in California. Founded in 2003, and based in San Francisco, the firm is led by its Management Committee of Jeff Colin, Mike van den Akker, Chris Wilkens, and Jim Milligan.