ba
Baker Asset Management
SEC-regulated
Registered investment advisor
Philip Clark Stenseth, the President and CCO of Baker Asset Management, LLC, has a Bachelor of Science degree in Finance from the University of Arizona and has been with The Baker Group since 1988. He became a Chartered Financial Analyst (CFA®) in 1996, demonstrating expertise in securities and investment vehicles. Stenseth oversees TBG's fixed-income trading desk and is a limited partner, registered representative, and investment adviser representative of The Baker Group LP. He also has a passive investment in Stone Sisters Organics. Stenseth's activities are supervised by the CCO, Brian Petraitis. As a State-Registered Adviser, Stenseth has no disciplinary history or bankruptcy petitions. Clients can verify his credentials on the SEC's website. Stenseth's investment philosophy and strategies are aligned with the CFA Institute's Code of Ethics and Standards, ensuring a commitment to professional conduct and client interests.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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