Baskets Capital
Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.
Baskets Capital · Austin, Texas
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About
We believe in achieving optimal potential returns for all clients in a total custom portfolio allocation and investment selection. Our focus lies on not only serving for the best today, but also for future generations for our clients. We understand the importance of creating Lasting Legacies by providing investment guidance for personal investments & charitable investments. These investments are styled to use & gift what has been given so that there are Baskets left over for others.
Who they serve
- High earners
- Ultra high net worth
- Early-career professionals
- Retirees
- Real estate investors
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Wealth Management
- Stock Option Planning
- Family Office Services
- Portfolio Management
Structured record
| Name | Baskets Capital |
|---|---|
| Firm | Baskets Capital |
| Location | Austin, Texas |
| Fee model | Percentage of Assets (AUM) |
| AUM | Under $25M |
| Founded | 2021 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 7 · Series 66 · Series 65 |
| Investment approach | Active management |
| Website | https://www.basketscapital.com/ |
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Specialties
- Real estate investors
- Retirement planning