Baker Tilly Investment Advisors, LLC provides clients with an independent review of employer sponsored plans. The experienced professionals on our Investment Advisors team gives your qualified plan an unbiased evaluation to determine if it supports the well being of your employees’ future and meets your duties as a plan fiduciary. We work with you to learn about the process you use to manage liabilities, how you educate employees about the plan, and the status of compliance with federal regulations and requirements.

The Investment Advisors of Baker Tilly follow asset allocation strategies that incorporate all types of risk tolerance levels. We utilize a Managed Portfolio system where we develop asset allocation portfolios from the investments available in your qualified plan based on a risk level from conservative to aggressive.

Baker Tilly Investment Advisors, LLC is a registered investment advisor and an affiliate of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results.