With more than four decades of experience managing securities portfolios, Phil Voelker has pursued and secured a broad spectrum of objectives including short-term cash management, long-term steady returns, aggressive growth, and venture capital. Mr. Voelker directs and manages AAMA’s investment strategy and policy. Prior to joining AAMA, Mr. Voelker served as chief investment officer for a large regional investment firm, directing its multi-billion dollar investment management assignments. He is a cum laude graduate of The Ohio State University. Mr. Voelker serves as a Co-Portfolio Manager for the AAMA Equity (AMFEX) and AAMA Income (AMFIX) Funds.

Robert Baker founded Advanced Asset Management Advisors, a financial advisory firm specializing in portfolio design and asset management for individuals, families, non-profit organizations, corporations, retirement plans and foundations. Mr. Baker oversees the management of the company, serves on the firm’s investment committee and works closely with existing and prospective clients, helping define investment objectives, goals and directions. Mr. Baker received a Bachelor of Science degree in finance from The Ohio State University. With nearly 40 years in the industry, Mr. Baker has a wealth of experience in portfolio creation and asset management. Before starting AAMA, he served as vice president of a large regional investment firm and president of a national advisory group. He oversaw the management of retirement plans and participated in the development, launching and marketing of load and no-load mutual funds. Mr. Baker also served as trust officer for a Bank One Trust Company, managing client portfolio investments. Mr. Baker serves as a Co-Portfolio Manager for the AAMA Equity (AMFEX) and AAMA Income (AMFIX) Funds.