Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ is committed to helping you achieve your financial goals!
Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ is a wealth management firm that devises personalized investment plans. We create diverse portfolios that balance both your short-term and long-term financial goals. We are a globally recognized firm and our reputation for success precedes us.
We work with both Corporate Investment Portfolios and Personal Investment Portfolios and manage financials both large and small. From a few thousand, to several million, our financial plan evolves as your portfolio grows.
Whether you are just getting started, or you are looking to strengthen or diversify your current financial portfolio our trusted financial advisors are here to assist.
The Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ signature approach to money management is executed by our tenured team of financial advisors. Our team is not only experienced but also committed to creating fully personalized financial solutions. We prioritize integrity and trust, and work with you one-on-one in order to create diverse financial portfolios.
We want to be known as a company with a unique approach one that stands out from the crowd by virtue of our client relationships, our personalized strategies, and a solid academic foundation. We provide the highest quality financial advice personally tailored to our clients' individual circumstances and attitudes.
Senior Management Team
Aaron Thompson Co-Founder & Chief Financial Officer
Clarence R. Lloyd Co-Founder & Partner
Oswald Baker Managing Director & Senior Partner
Timothy Collier Director Investor Relations
Will Yeung Technology Marketing Analyst
Vincent Abelman Senior Wealth Advisor
Roy Xiong Senior Wealth Advisor
Senior Account Executives
James Wright | Garth West | Ray Goodman | Kevin Wong | Randy Becker | Andrew Summers | Benedikt Hass | Pablo Cruzado | Zhou Wu | Keith Patterson | Jack Bryant | Eric Zahang |
Leonardo Bargas | Jack Bowen | Chen Kwok | Isaac Wallace | Ebner Frost | Wayne Potts | Neville Myers | Alex Tan | Ivan Mclean | Warren Brooks
Investment Advisory Services
You work hard for your money, so you must invest it wisely. Our investment solutions are strategic and are integrated with the retirement, financial, and tax objectives you wish to achieve.
Managing your finances goes beyond saving for retirement or expanding your business. We perform an in-depth risk assessment and help you plan a diverse portfolio, designed to secure your long-term financial standing.
Whether you have a few thousand or a few million to manage, Thоmрѕоn Llоуd Bаkеr Cаріtаl Sресіаlіѕtѕ will ensure that your finances are managed with care. We help you set measurable goals, and we eliminate the guesswork.