BASELINE INVESTMENTS, LLC

Overview

Baseline Investments, LLC is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individual and small business clients. The firm emphasizes equity-oriented portfolios, allocating the majority of discretionary assets to exchange-traded equities and ETFs while supplementing equity exposure with mutual funds. Investment activity centers on direct public-market exposure rather than a heavy program of in-house alternative strategies; when alternatives are referenced they appear to be accessed through external third-party vehicles rather than proprietary funds. The business model is straightforward: percentage-of-AUM advisory fees, discretionary portfolio management, and comprehensive financial planning for a predominantly individual and family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices