Strategies: Be Different. Invest Smart.

Strategies Overview

All Cap Core

The All Cap Core strategy is the cornerstone of Baker Ave’s proactive investment approach. Designed to outperform the S&P 500 with less risk, our flagship product aims to maximize growth during bull markets and preserve capital during bear markets. The All Cap Core strategy uses a time-tested proprietary technical model to measure market sentiment and evaluate risk. When our market sentiment is favorable, the strategy invests in a select group of high relative strength stocks. When sentiment changes and an we believe risk becomes too high, it attempts to limit downside losses by moving up to 100% cash.

Blue Chip Income

The objective of the Blue Chip Income model is capital appreciation with downside protection. The strategy invests in a diversified portfolio of Blue Chip stocks and ETFs in low risk markets and protects principal in high risk markets by moving up to 100% in cash. In addition to capital appreciation and downside protection the strategy will focus on income generation by investing a portion of the portfolio in above market income producing (higher yielding) stocks and ETFs. Exposure is adjusted by monitoring long‐term market trends to evaluate the risk/reward of owning equities versus protecting capital.

Global Tactical ETF

Our Global Tactical Indexing strategy is a seamless, tax-sensitive complement to our central All Cap Core approach. It is designed to reduce capital gains tax consequences, increase portfolio diversification, and take advantage of long-term growth opportunities. Rather than investing in individual stocks, the Global Tactical Indexing strategy uses exchange-traded funds (ETFs) to add focused exposure to strong sectors and achieve low-cost, tax-efficient returns. The strategy offers bear market protection by investing in inverse ETFs, which profit when a particular sector falls in value.

Small/Mid-Cap Core

The strategy is designed to capture the upside of the small and mid-cap asset classes while reducing market exposure in periods of market volatility. The investment team utilizes fundamental research to select a portfolio of small and mid-cap stocks which the manager believes to have favorable risk/reward metrics. During volatile markets, the manager reduces market exposure and uses an increased allocation to cash in an attempt to reduce risk and protect capital.

Tactical Fixed Income ETF

Our Fixed Income strategy takes advantage of tactical opportunities in the global bond market. It is designed to generate steady income and maximize returns while lowering overall portfolio risk. The strategy uses fixed income exchange-traded funds (ETFs) to create flexible, broadly-diversified bond portfolios, and TIPS to protected against inflation and rising interest rates. The Fixed Income strategy invests in U.S. government bonds, municipal bonds, corporate bonds, international bonds, high-yield bonds, asset-backed bonds, and Treasury Inflation-Protected Securities (TIPS).