Wealth Advisory Investment Management Institutional Alternative Investments  
Home
Letter from the CEO
Our Management Team
Market Commentary
Investor Education
Articles
Strategic Partnerships
Our Community
Request Information
Contact Us
 

Strategic Partnerships


Baker Avenue Asset Management (BAAM) Service Providers:
fidelity
Custody and Recordkeeping:
Fidelity Investments



fidelity
Independent Auditor:
Rothsein, Kass & Company P.C.



salisgoldberg

Legal Counsel:
Sadis & Goldberg, LLC



admiral Prime Brokers:
Fidelity Prime Services
UBS Prime Services


admiral Fund Administrator:
Admiral Administration Ltd
eichstaedt & Devereaux Accountants:
Eichstaedt & Devereaux, LLP

Baker Avenue Asset Management (BAAM) i
s proud to be selected by Fidelity Investments as part of their Wealth Advisory Solutions (WAS).  Baker Avenue Asset Management (BAAM) is a private investment management firm offering comprehensive wealth management & alternative investments.
The following managers have also been selected by Fidelity
as part of their WAS program.
• Atlantic Trust • Kochis Fitz
• AYCO • Lateef
• Baker Street Advisors • Neuberger Berman
• Bingham, Osborn & Scarborough, LLC • Portola Group
• Brighton Jones • Salient Wealth Management
• Brouwer & Janachowski • Sand Hill Advisors
• Contango Capital Advisors • Savant Group
• Hoefer & Arnett Capital Management • Seneca
• IMS Capital Management • Strategic Capital Group
   
p5

 
  © Baker Avenue Asset Management, 2007 - All Rights Reserved. 601 California Street, Suite 750, San Francisco, CA 94108
Providing investment managment and wealth advisory services nationally based from our offices in San Francisco and Seattle.