BAKER JENSEN INVESTMENT ADVISORS, LLC

Overview

Baker Jensen Investment Advisors, LLC is a small, client-focused advisory firm that manages concentrated assets for individuals, families and select institutional clients. The firm’s work centers on discretionary portfolio management for individuals and small businesses and on selecting third-party advisers when outside expertise is required. Its business model blends fee-for-service arrangements — percentage of AUM plus hourly and fixed-fee options — which lets the firm tailor billing to client needs. Investment activity skews to pooled public funds and third‑party managers rather than building large direct equity sleeves in-house. The firm functions as a capital allocator: it combines mutual fund strategies with selectively allocated private placements to meet client objectives. Baker Jensen emphasizes model construction using off‑the‑shelf mutual funds for core exposure and supplements those with manager-selected alternative investments where appropriate. Custody is concentrated, which supports operational simplicity and consolidated reporting for the small client base. The firm is not positioned as an ESG investor, does not act as a pension consultant, and is not reported as a multi‑state adviser.

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Location & Offices