Baer Investment Advisory LLC
Baer Investment Advisory LLC is a California-based SEC-registered investment advisory firm founded in 2009 by Darel A. Baer. Based in Corte Madera, CA, this boutique firm manages assets for high-net-worth individuals, families, and select corporate clients. With a small, experienced team, BIA focuses on personalized portfolio management and financial planning services tailored to each client’s unique needs.
Investment Strategy
Baer Investment Advisory LLC employs a discretionary portfolio management strategy, primarily serving high-net-worth individuals. The firm constructs diversified portfolios tailored to clients’ long-term financial goals, using a mix of individual equities and other securities. BIA focuses on high-conviction holdings, fundamental research, and an active approach to security selection, aiming for risk-adjusted growth while emphasizing personalized service and fiduciary responsibility.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 7.89% | $5.3M | 25,587 | $219.22 | $219.39 | -$84.0K |
A APH | AMPHENOL CORP NEW | 6.84% | $4.6M | 50,727 | $69.36 | $98.75 | +$1.3M |
V VEEV | VEEVA SYS INC | 5.96% | $4.0M | 14,341 | $210.39 | $287.98 | +$367.8K |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.72% | $3.8M | 356 | $187.52 | $226.49 | +$1.3M |
E EME | EMCOR GROUP INC | 5.71% | $3.8M | 8,143 | $453.72 | $534.89 | +$704.6K |