BakerAvenue combines extensive professional experience and expertise with a commitment to transparency, safety, and oversight.

We are a registered investment advisor regulated by the SEC, whose mission is to protect investors and maintain the integrity of the securities market. Under the strict SEC rules, registered investment advisors have a fiduciary duty to their clients. This is a moral and a legal obligation to place a client’s interests ahead of their own.

Credentials
Professional
Associations

Our experienced team of investment professionals is uniquely qualified to handle every aspect of your wealth management needs.

Our Team Includes:

  • 6 Master of Business Administration (MBA) degrees
  • 6 Chartered Financial Analysts (CFA)
  • 6 Certified Wealth Strategists (CWS®)
  • 6 Certified Financial Planners (CFP®)
  • 1 Master of Science in Taxation (MST)
  • 1 Attorney (JD)
  • 1 Certified Public Accountant (CPA)
  • 1 Chartered Alternative Investment Analyst (CAIA®)
  • 1 Chartered Market Technician (CMT)
  • 1 Certified Investment Management Analyst (CIMA®)
  • 1 Fully Licensed Partridge in a Pear Tree

Independent
Oversight

BakerAvenue is committed to full transparency and strict oversight. All of the assets we manage are held in a separate custodial account and further protected through regular audits, reviews, regulatory examinations, and performance reports by respected, independent fiduciaries.

Custodians:

  • Fidelity Investments
  • Charles Schwab
  • Wells Fargo
  • Pershing LLC

Accountants:

  • Eichstaedt & Devereaux, LLP
  • Mengali Accountancy

Legal Representation:

  • Cole-Frieman & Mallon LLP

Performance Reporting:

  • Addepar
  • Black Diamond Performance Reporting

Wealth Planning:

  • Fortigent