Baker Avenue Asset Management (BAAM) is a full-service wealth Management Company offering comprehensive investment management and financial planning services to high net worth individuals and family estates.

As investment managers, we believe that traditional approaches to risk management that rely solely on asset allocation fail to adequately protect principal in down markets. Instead we use a
two-tier strategy that combines a technically-based active approach with the long term benefits of indexing.

As wealth managers, we believe
in a holistic approach offering comprehensive financial planning services.

Our wealth advisory services include estate planning, retirement planning, and retirement income analysis, charitable giving and customized solutions for concentrated/low basis stock.

BAAM clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving capital, growing assets and avoiding the myriad of risks that exist in today’s investment environment.