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Our People

By far, Allen Baker considers our greatest assets to be our highly trained professionals and the dedicated personnel supporting them. While others are happy to extol the virtues of the latest investment software or newly fangled asset class, we believe that our commitment to the encouragement of our advisors in their pursuit of closer relationships with our clients makes the real difference that today’s more discerning investor demands.

We encourage all our advisors and analysts to acquire professional accreditation knowing that it, ultimately, improves the service we provide to you.

Each and every individual at Allen Baker will always:

  • -   Demonstrate an unconditional positive attitude toward our esteemed clients. They will always make recommendations and decisions that place the interest of our client(s) above all else.

  • -   Ensure the transparency of our compensation sources and disclose alternatives where applicable.

  • -   Ensure that all information entrusted to us by our clients reaps the full benefit of our confidentiality policy to the fullest extent permitted by law

  • -   Fully comply with and advocate all statutory and regulatory requirements issued by the appropriate bodies in the various locations in which we operate and adhere to the compliance standards of any affiliates owned and operated by Allen Baker.

  • -   Undertake to respond to all client contact requests in a timely manner, answering all queries to the best of their ability.

  • -   Further their professional knowledge through ongoing education

  • -   Eschew practices and conduct that conflict with the highest standards of ethics, integrity, professionalism and honesty in all their interaction with our clients.

About

At Allen Baker, we fervently believe that few vocations more clearly reflect the higher duty of care to another individual as that which comes with serving as a trusted advisor.

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Services

Our experience has left us in no doubt that the accumulation of wealth is best achieved using long-term investment in stocks, corporate bonds and commodities.

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Analysis & Research

Allen Baker's investment philosophy is founded upon our real-world comprehension of financial markets and their drivers. At their heart, markets are comprised of individuals and it's vital that whatever decisions we make are implemented without emotion.

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