Baker Tilly Investment Advisors, LLC

Money Directory

Published October 29, 2012

10 Terrace Ct.

Madison, WI, 53718

Primary Contact: Steve Parish

(800) 362 7301

Website: www.bakertilly.com/investment-advisors

Year Founded: 1997

Primary market served: Families

Secondary market served: Privately held Companies

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Estate Planning
Financial Planning
Insurance
Investments
Wealth Management
401K Plans
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Creating, enhancing, and preserving wealth is our focus at Baker Tilly Investment Advisors. We help you clarify goals and develop a tailored strategy to meet your objectives.

Most typical fee structure: Percentage of assets under management

Total assets under management: $1 to $2.9 billion

Net worth of typical client/family/business: $5 to $9.9 million

Minimum investment required: Under $500,000

Typical age of your clients: 36 to 54

Primary industry: Manufacturing

Secondary industry: Construction

For business customers, typical size in total number of employees: 100 to 499

For business customers, typical size in total annual sales: $20 to $49.9 million

Other services provided: 401K
SEP
IRA

Investment philosophy: Baker Tilly uses a five-step process to guide investment selection, including in-depth analyst research, quantitative and qualitative scoring, investment company meetings, selection of investment options, and monitoring investment options.

Management of customer portfolios: Both internally & externally