Baker Street Launches Taxable Transition Management Service (TTM)

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New Baker Street Taxable Transition ManagementTM (TTM) Service offers individual investors the tools to lower risk, reduce fees and minimize capital gain taxes.

Baker Street Advisors LLC (, an independent firm specializing in the delivery of customized wealth management services to high net-worth individuals and families, announced today that it is launching Taxable Transition Managementâ„¢, a new service that allows individual investors to transition from high-fee, high-tax, high-risk stock portfolios to index-oriented portfolios that could lead to lower fees, lower taxes, and lower risk.     

Taxable Transition Management is designed to address the needs of investors who are looking for alternatives to the high cost "wrap" accounts offered by commissioned brokers. The service also helps clients who are exiting Exchange Funds, the once-popular service that allowed investors to contribute low basis stock to a fund in exchange for an interest in that fund. In both cases, TTM allows investors an opportunity to take control of their investment portfolio with an emphasis on reducing fees and risk and minimizing taxes.

"Investors have been given a 'bad wrap' by the big Wall Street firms for too long," said Jeff Colin, Partner at Baker Street Advisors. "Taxable Transition Management can help free investors from high-fee wraps in a tax-smart way, providing a service that, we believe, will lead to a lower price. It's a great example of the low-fee, risk-efficient and tax-efficient approach to investment management that our clients want."

Taxable Transition Management incorporates advances in technology (e.g. ability to transfer stock cost basis data through ACAT process) with tax-aware asset management to give individual investors a portfolio transition service that sophisticated institutional investors have utilized for years. TTM allows individual investors to access to two forms of incremental investment performance: lower fees and lower taxes.

About Baker Street Advisors, LLC
Baker Street is an independent, San Francisco based firm with over $3 billion of assets under management. Baker Street delivers innovative and customized wealth management services to high net-worth individuals and families. Baker Street is among the fastest growing Registered Investment Advisory firms in the U.S. and one of the largest in California. For more information on Baker Street please call (415) 344-6149, email chris @, or visit


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