History
Darel brings over 40 years of professional experience to his clients. He spent three decades on Wall Street, focused on delivering solutions to institutional clients such as pension funds, money managers, and banks. Darel earned a reputation for extensive product expertise and the unique ability to tailor solutions to specific needs. With a background in fixed income securities, equities, and derivative applications, Darel is positioned to recognize opportunities and suggest solutions based on experience. It is this skill set that he now offers to individual clients.
Specialties
Darel Baer Investment Advisory (DBIA) specializes in providing high quality, customized solutions across the asset allocation spectrum. Our clients have diverse objectives which are addressed individually and dynamically. We identify clients' investment needs, and develop strategies devoted to preserving and growing wealth. Our mission is to deliver superior returns consistent with clients' specific goals and constraints. DBIA clients enjoy an outstanding level of customer service and continuous dialogue with the firm's senior investment advisor and founder.