Actively Managed for Differentiated Returns
Personalized Portfolios Built on In-House Research
Decades of Experience in Equities, Derivatives and Fixed Income
Baer Investment Advisory LLC
KNOWLEDGE • INTEGRITY • EXPERIENCE
BIA specializes in providing actively managed investment portfolios with a focus on liquid public equities and derivatives. We have expertise in fixed income and other asset classes as well.
Our mission is to deliver superior long-term risk-adjusted returns consistent with clients’ specific goals.
Hover over any box to learn more about what makes us stand out.
Disciplined Strategy
Disciplined Strategy
We invest in companies with strong and growing competitive advantages, world-class management teams, and safe balance sheets. We buy liquid securities that trade on major US exchanges.
High Conviction Portfolios
High Conviction Portfolios
We create portfolios of high conviction investments with an emphasis on differentiated long-term returns. Only our best ideas make the grade.
Performance Based
Performance Based
Our compensation is tied to the financial success of our clients, and we invest our personal capital in the same securities as our clients. This alignment makes us the best fiduciary of your hard-earned wealth.
Unique
Skillset
Unique Skillset
Principals at BIA each have at least 20 years of professional investing or advising experience, including equities, fixed income and derivatives, for institutional and retail clients. We are experts in portfolio construction and risk management.
Derivatives Expertise
Derivatives Expertise
We complement equity positions with long-term options, taking advantage of our decades of knowledge and experience in the derivatives markets.
Customer Service
Customer Service
Clients have direct access to each principal at BIA. We speak to our clients on a regular basis (no hold line, no routing to different departments). We monitor each client portfolio daily to strike the optimal balance of returns, risk and taxes. Clients receive clean tax statements, have easy access to their money and pay no hidden fees.
Account
Security
Account Security
We never co-mingle client funds or take custody of client assets. Accounts are separately managed and stay in client’s name at a globally recognized third-party custodian.
100% Transparency
100% Transparency
BIA clients have intra-day account visibility, including real-time portfolio positioning and daily trade notification. Many competitors disclose individual holdings with a significant lag, if at all.
Personalization
Personalization
Our separate account structure lets us manage for clients’ personal taxes, risk profiles and specific security selection. We appreciate the benefits of tax deferral and long-term capital gains on wealth compounding.
More on How BIA is Different
Baer Investment Advisory
Each of our executives has spent at least 20 years at top financial firms prior to joining BIA. Our experience includes managing a hedge fund focused on high-net worth individuals and families, pioneering derivatives strategies for large insurance portfolios, and working in institutional sales roles at some of the most respected global banks and investment firms like Goldman Sachs & Co and Greenwich Capital Markets. Our backgrounds provide a unique perspective and give us an investment edge.
We believe focus is critical to investment success. Our “strike zone” emphasizes business quality, management quality, balance sheet safety and investment liquidity. We typically concentrate our investments in our 15-20 best ideas, managed as a portfolio to ensure appropriate industry and other risk diversification. We lean on our expertise in derivatives to provide another powerful “arrow in the quiver” to achieving outsized returns while managing risk.