Baer Investment Advisory LLC

EST. AUM
$118,990,000

CONTACTS
3

CLIENT ACCOUNTS
80

Firm Details

Metro area Sacramento
CRD Number 152063
Website baerinvestment.com
Client types

Overview

Baer Investment Advisory LLC (BIA) is a boutique investment advisory firm founded in 2009 and headquartered in Yuba City, California. The firm specializes in actively managed investment portfolios, focusing on liquid public equities and derivatives, with additional expertise in fixed income and other asset classes. BIA's mission is to deliver superior long-term risk-adjusted returns that align with clients' specific goals . BIA emphasizes a disciplined investment strategy, targeting companies with strong competitive advantages, world-class management teams, and solid balance sheets. The firm constructs high-conviction portfolios, investing only in its best ideas. BIA's compensation structure is performance-based, aligning its interests with those of its clients. Principals invest their personal capital in the same securities as clients, reinforcing this alignment .

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Baer Investment Advisory LLC

Platform Details

Investment Preferences

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