BAER WEALTH MANAGEMENT

Overview

Baer Wealth Management is an independent registered investment adviser that manages customized portfolios for individuals, families and select institutional clients. The firm operates on a percentage-of-assets fee model and combines portfolio management with financial planning and insurance brokerage capabilities. Its advisory scope covers personal and small business wealth management as well as investment programs for businesses or institutions and pension consulting, indicating a mix of household and institutional mandates. Investment activity is centered on publicly available pooled products, with the firm favoring mutual funds and other public funds as the primary vehicle for implementing asset allocation and manager exposure. Baer Wealth Management also directs portions of client capital into third-party alternative fund managers across real estate, commodities and oil & gas, signaling a willingness to use non-correlated and income-oriented strategies alongside traditional equities and fixed income. The firm does not identify as an active ESG investor and is structured as a limited liability company under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices