"Our core principle is individuals and families deserve comprehensive financial services at a fairer price."
-Tim Baker, CFA
As an independent Registered Investment Advisor, Metric Financial is a fiduciary to our clients. What does that even mean? It means we get to know our clients and invest and plan for them with no conflicts of interests. No commissions. No payments from our investment partners. Not only do we believe our clients deserve comprehensive financial services at a lower cost, we believe they deserve an advocate and complete transparency.
With more than two decades of financial industry experience, Metric's principal brings a wealth of knowledge and expertise to bear. The firm has its roots in factor investing, which is based on the principle that returns can be achieved without the high fees and guesswork of traditional active mutual fund managers. Additionally, Metric maintains a network of financial professionals to help our clients with all aspects of their financial lives.
Tim began his career as a paralegal with the law firm of Skadden, Arps, Slate, Meagher, & Flom in New York City in 1994. In 1996, he made a decision to try the field of investing and finance and hasn't looked back. His first role was as a financial consultant with Smith Barney (now Morgan Stanley), but he left that to explore other areas and earn his CFA charter. Tim's passion for factor investing was ignited with a position he held at BlackRock as Head of Equity Product Strategy for US Wealth Advisory. It was there that he first learned of Smart Beta, which eventually led him to the more academically-focused factors. In 2018, after years of educating other financial advisors about them, he decided to take the concept directly to investors and Metric Financial was born.
Jon Hughes joined Metric Financial in May, 2022 and is currently Head of Operations. He resides in West Simsbury, CT and is a graduate of Wayne State University in Detroit, MI where he received a MS in Occupational & Environmental Health. While his professional career focused on workplace safety, he has now pivoted into the financial world. Providing superior service to Metric clients is a personal goal. He enjoys reading, is an Eagle Scout, and has been an Assistant Scoutmaster since 2012 with Troop 175 in Simsbury.
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Metric Financial, LLC (“Metric”) is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Metric in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Metric, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.