Baker Tilly Investment Advisors, LLC follows an investment philosophy for selecting investment options that ensures we recommend the most appropriate alternatives for our clients. A five-step process guides our Investment Advisors as they work with you and for you.

Step One - Quantitative Analysis
Our investment analysts screen investment options for their performance, risk, expenses, consistency, and management tenure.

Step Two - In-Depth Analyst Research
We conduct more quantitative research on the top investment options that includes attribution and style-based analysis, rolling performance over time, upside/downside capture, and evaluation of results from other products. Our analysts examine company information and third party reviews on the products.

Step Three - Investment Company Meeting
After thorough quantitative analysis, we initiate an in-depth qualitative review. Our Investment Oversight Committee meets with investment managers or representatives to learn about the depth and continuity of the team, the manager’s investment philosophy and process, and ownership structure of the firm. Baker Tilly uses this step to assess whether the management team can continue to deliver satisfactory results.

Step Four - Selection of Investment Options
A fund review is presented to our Investment Committee for evaluation and approval. If all committee members approve, Baker Tilly adds the investment option to our recommended list.

Step Five - Monitor Investment Options
We monitor all recommended investments options on an ongoing basis. If an investment option does not continue to meet specific quantitative requirements or there is a change in qualitative factors, we conduct a further review and present all findings for approval.

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.