Baker Ellis Asset Management LLC was founded in 2002 by Brian C. Baker, CFA, and Barnes C. Ellis. The two partners are the sole owners of the investment advisory firm and collaborate on all aspects of growing and managing wealth for our clients.

Baker Ellis is an independent, fee-based advisory firm. Rather than selling investment products, we are partners in helping our clients achieve their long-term investment objectives. We receive no commissions from transactions, and have a natural incentive to minimize costs.

We would rather do excellent work for a select group of clients than build a big organization that could detract from our focus on investment performance. Since our founding, we have grown largely through word-of-mouth and referrals. We currently manage more than $300 million for several hundred clients and their families. Most of our clients live in the Pacific Northwest, but we also serve clients in many other states and around the world.

We manage taxable accounts, retirement accounts, company pension plans, and accounts for charitable foundations and trusts. Our clients typically choose to have us manage most or all of their investable assets, enabling us to advise them effectively on a broad range of financial issues and develop meaningful relationships through the long-term implementation of investment strategy.

For further information about the firm and our operations, please review our current Form ADV and our Privacy Policy.