Robert Baker founded Advanced Asset Management Advisors, a financial advisory firm specializing in portfolio design and asset management for individuals, families, non-profit organizations, corporations, retirement plans and foundations.
Mr. Baker oversees the management of the company. He works closely with existing and prospective clients, helping define investment objectives, goals and directions.
Mr. Baker received a bachelor of science degree in finance from The Ohio State University. With nearly 30 years in the industry, Mr. Baker has a wealth of experience in portfolio creation and asset management. Before starting AAMA, he served as vice president of a large regional investment firm and president of a national advisory group. He oversaw the management retirement plans and participated in the development, launching and marketing of load and no-load mutual funds. Mr. Baker also served as trust officer for a Bank One Trust Company, managing client portfolio investments.
Email: Bbaker@aamamail.com
PHILIP A. VOELKER, Chief Investment Officer
“We pride ourselves on establishing and maintaining quality relationships. We are not motivated by the mere number of relationships we can establish, but by the quality, longevity and sustainability of the relationships we enjoy with our clients.”
With more than three decades of experience managing securities portfolios, Phil Voelker has pursued and secured a broad spectrum of objectives from short-term cash management to long-term steady returns to aggressive growth of investments.
Mr. Voelker directs and manages AAMA’s investment strategy and policy.
Mr. Voelker served as chief investment officer for a large regional investment firm, directing its multi-billion dollar investment management assignments. He is a cum laude graduate of The Ohio State University.
Email: Pvoelker@aamamail.com
