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THE FIRM
Baker Ellis Asset Management LLC was founded in 2002 by Brian C. Baker, CFA, and Barnes C. Ellis. The two partners remain the sole owners of the investment advisory firm and collaborate on all aspects of managing wealth for our clients.
Baker Ellis is an independent, value-oriented firm. We perform fundamental analysis to identify companies that we believe are undervalued relative to their underlying assets or future earnings potential.
We give ourselves broad latitude to seek compelling investment opportunities both domestically and internationally. We do not restrict ourselves to companies of a certain size or industry. As a small firm, we also seek to take advantage of opportunities in small-and micro-cap stocks that may be unavailable to larger firms due to size or liquidity constraints.
Typically, our portfolios are balanced among a range of asset classes to minimize risk. We may utilize passive exposure for targeted asset classes or in areas in which we believe the market is relatively efficient.
We manage separate accounts for individuals, foundations and trusts. Our portfolios reflect minimal turnover. We believe that wealth is created through the long-term ownership of solid, growing businesses, purchased at attractive prices.
For further information about the firm, please review our Form ADV and Privacy Policy.
