Portfolio Management
Headquartered in Williamsburg,
VA, 1693 Analytics provides ongoing investment advice and analysis to institutions,
research publications, trusts and individuals. As a fee-only independent
advisor,1693 Analytics does not receive any compensation from asset management or
brokerage firms. Our independence removes the conflicts of interest inherent when
the investment provider offers advice.
Our core investment philosophy
focuses attention on managing downside risk and volatility, while creating an optimal
balance between risk and return for client portfolios.
About Portfolio Manager Burt Baker
President and
Portfolio Manager Burton Baker has been featured through major media outlets
including Bloomberg, NPR's "All Things Considered", The Chicago-Sun Times, The Boston Globe, Investment News Magazine
and Money Management Executive. He writes a quarterly commentary for
Money Management Executive, detailing downside-risk metrics and performance of mutual
fund investments available through the 529 college savings plan universe.
His theoretical research into this investment area led to the development of the
TuitionMAR; a set of absolute return benchmarking statistics used to evaluated the
overall effectiveness of a college savings plan investment, and the application
of the omega ratio for evaluating downside risk for investors. He has been
a guest speaker at The Mason School of Business and has discussed his investment
performance research in front of a group of state treasurers and their
staffs. He is currently writing a book on saving "enough" for college.
Burt holds an M.B.A. from The Mason
School of Business at The College of William and Mary. He resides in Williamsburg,
Virginia with his wife and 2 young children. Locally, he also serves on the Board of
Directors of The Williamsburg Land Conservancy; a non-profit organization
dedicated to protecting
historical and scenic areas in the greater Williamsburg area.
