Baker Street Advisors is a San Francisco-based wealth management firm that specializes in providing tailored financial solutions for successful families and foundations. With a team of experienced professionals, they offer comprehensive investment advisory services, personalized client service, and expertise in managing complex family financial structures.
Their investment approach is rooted in data-driven strategies, focusing on diversification, minimizing fees, and pursuing active management only in markets with great opportunities. They also have a strong emphasis on tax-efficient investing and wealth planning, working closely with clients' accountants and estate attorneys to integrate all aspects of their financial affairs. With a commitment to delivering customized service and attention to detail, Baker Street Advisors is dedicated to helping clients achieve their financial goals.
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