CONCENTRATED STOCK

Concentrate to build wealth.
Diversify to stay wealthy.

Baker Avenue employs a multi-disciplinary approach to the issue of concentrated stock management. We encompass solutions for diversification, income generation, hedging, and collateralization. Through a synthesis of Technical, Macro, and Fundamental disciplines, we guide clients through tax-efficient and price-optimized diversification and value producing strategies like cash flow generation for income.

We believe in an active approach to concentrated stock management. For example, traditional hedging employs a static "hedge it and forget it" approach. We employ "Baker Avenue's Dynamic Hedging Approach System" (BADHAS®) that employs hedges when stock trends are weak but removes hedges when price trends are strong. It's a more opportunistic approach that lowers hedging costs and enhances potential returns.

Concentrated Stock
Income Generation
Active Tax Lose
Sell and Diversify
IMPACT INVESTING

Bridging your financial and social objectives.

Our Impact strategy infuses a values-based approach into your financial plan, balancing positive returns with social good. Once we identify the causes that matter to you, and your objectives and intention, we examine a company’s business results using multiple factors that help us make informed performance and impact-related investment decisions. We review investments to ensure the investment thesis is intact and the social impact is material and measurable. Since the dawn of the impact investing category, we have helped many clients invest in socially-responsible and impact-focused assets. We believe considering both financial return and social good will not compromise your wealth objectives, but, rather, it may enhance it.

impact

Find out more about our unique offerings.