About BakerAvenue

Founded in 2004, BakerAvenue Asset Management provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. From the beginning, we have been tested in extreme environments, often delivering strong results in both bull and bear markets. Your assets are held by Fidelity or another independent qualified custodian, providing confidence and peace of mind.

Fast Facts About BakerAvenue

  • We are an independent, 100% employee-owned firm.
  • Our management team is made up of experienced investment professionals, including Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), and a Certified Investment Management Analyst (CIMA) and Chartered Market Technician (CMT).
  • We are headquartered in San Francisco, with offices in New York, Dallas, and Palm Beach.
  • Majority of assets are held by Fidelity Investments, our custodial partner and one of the world’s largest and most trusted financial services companies.