Bakos Investment Management

Bakos Investment Management advises individuals, trusts, estates, and charitable organizations, including high‑net‑worth clients, on discretionary portfolio management, investment planning, manager selection, and consolidated reporting. The firm charges fees based on assets under management and provides quarterly performance reporting and ongoing consultations.

The firm tailors portfolios to client objectives using asset allocation, fundamental and technical analysis, dollar‑cost averaging, and both long‑ and short‑term purchase strategies, with an emphasis on tax considerations and coordination with clients’ tax and legal advisors. BIM offers access to an extensive mutual fund universe (roughly 20,000 funds), institutional share classes without institutional minimums, and thousands of private portfolio managers and alternative vehicles — including interval funds — for suitably qualified clients.

Notable features for a two‑advisor firm include managing approximately $85.6 million on a fully discretionary basis for a relatively small client base (43 clients), which implies concentrated advisor oversight per client. The firm also discloses maintaining standing letters of authorization that create limited custody treatment with specific safeguards, recommends a single qualified custodian while receiving institutional support services, does not offer a wrap program, and generally does not vote client proxies.