Alternative Investor

Investor profile

You want to diversify your portfolio with alternative investments and take advantage of hedging strategies to increase your returns in both bull and bear markets. You would like your alternative allocations to be at a custodian you know and trust, such as Fidelity, which provides full transparency and investment liquidity.

Your issues and concerns

• You’re seeking a strategy with the ability to make money in any economic environment—and you’re not averse to shorting the market.
• You want extra diversification to reduce the overall volatility of your portfolio.
• You’re looking for a tax-efficient hedging strategy that doesn’t come with high fees.
• You’re uncomfortable with secretive “black box” hedge funds.
• You require full transparency, daily liquidity, and unrestricted access to your account.
• You want an independent third-party to safeguard your money.

The Baker Avenue Solution: Active Long/Short Strategy

Our alternative investment strategy combines the performance potential and diversification benefits of a hedge fund with the transparency, flexibility, and protection of a separately managed account.

• We invest "long" in small-cap value stocks, a category that has historically had superior returns vs. other equity asset classes. Small value stocks can limit capital gains taxes as well if held for the long term.
• We protect against market losses by investing "short" in inverse exchange-traded funds (ETFs) designed to profit from falling prices.
• The Active Long/Short Strategy controls risk by nimbly adjusting the mix of long and short positions based on changing market conditions.
• We offer full online account access with daily balances, performance reports, and more. And you can make withdrawals at any time.
• Your assets are held by Fidelity Investments, our custodial partner.

All client portfolios are managed in accordance with individual investor guidelines.