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Institutional | RIA Financial Advisor Individual Investor

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This site has been created for institutional investors and RIAs. An institutional investor is an entity that invests capital on behalf of others such as pension funds, banks, insurance companies, mutual funds, foundations/endowments, trust companies or other large investors and their investment consultants. RIA is a registered investment advisor who is responsible for allocating their client funds. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of an Institutional Investor.

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This site has been designed for financial intermediaries such as financial advisors, wealth managers, broker/dealers and home office research teams. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of a Financial Advisor.

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This area of the website contains information that is general and/or educational in nature. Individual investors should consider their own investment objectives and risk tolerances or consult with a financial advisor before making any investment decision. Click “Accept and Continue” to continue.

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Brian Baik

Senior Associate, Client Service

Brian is senior associate, Client Service for Aristotle Pacific Capital, where he is part of the business development and account management team. Prior to joining Aristotle Pacific, Brian was a marketing associate with Poplar Forest Capital supporting institutional client relationships. Brian has over eight years of investment experience. He earned a bachelor’s degree in marketing from Indiana University Bloomington and is currently pursuing an MBA in finance at the Drucker School of Management, Claremont Graduate University.

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