BaselineAgent Financial Management

Wealth management, asset management, estate planning, brokerage services, and more are available exclusively to BaselineAgent members. *Financial services provided by BaselineAgent Capital, LLC.

BaselineAgent Financial Management

BaselineAgent Capital, LLC (a subsidiary of BaselineAgent, Inc.), provides the following services.

  • Managed Accounts
  • Retirement & IRA Accounts
  • Trading Accounts
  • Cash Management Accounts
Managed Accounts
A managed account puts professionals in charge of your assets. When you invest in one of our managed accounts, all decisions – including investment research and selection – are made on your behalf to help pursue your goals. It can be an ideal way to simplify investing.
Retirement & IRA Accounts
Investment professionals help you choose the right accounts and investments
Trading Accounts
Experience the advantages of BaselineAgent’s Active Trader Services. Here, you’ll find all you need to trade smarter-sophisticated tools, free independent research, and professional support. So, no matter how complex your strategy, we’ve got you covered. BaselineAgent’s Active Trader Services are at your fingertips – whether you’re on a computer, a mobile device, or on the phone.
Cash Management Accounts
Get professional management service for your cash and various accounts with BaselineAgent’s Cash Management Services.
For more information regarding BaselineAgent Financial Management, please email us at


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