Wealth Optimization and Legacy Planning

Focused Investment Opportunity Portfolio
Design and Administrative Services

Form ADV Part II - Disclosure Brochure

In the News...

Sometimes We Lose Perspective

Reverse Style Analysis Optimized Portfolios

The Small Cap Falsehood

How a veteran advisor fulfills fiduciary duties
Article courtesy: RIA Central


P. O. Box 66, 560 McMurray Road, Buellton, CA 93427
Telephone: 805-688-8562 • Facsimile: 805-688-2985 • Email: jbaker@jrbakergroup.com
Securities offered through Arete Wealth Management, LLC, a Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through The J R Baker Group an Investment Adviser



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