Our purpose at the Baun Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
We’re proud to provide best-in-class service to our advisors and clients, and are pleased to be recognized as a 5-Star Brokerage.
Stagflation or Change: Crypto & the End of the Petrodollar Download this article as a PDF. “Just follow the money.” – Deep Throat,
Covid’s Lasting Economic Scar & A Goldilocks 2022? Download this article as a PDF. “This porridge is just right.” – Goldilocks and the
Our purpose at the Baun Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.
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