CONCENTRATED STOCK

Concentrate to Build Wealth. Diversify to Stay Wealthy.

BakerAvenue employs a multi-disciplinary approach to optimize the value of concentrated stock positions. We encompass solutions for strategic diversification, hedging, income generation, and tax minimization. Through a synthesis of Technical, Macro, and Fundamental disciplines, we guide clients through the complexity of unwinding a concentrated stock position while simultaneously maximizing its potential value.

IMPACT INVESTING

Bridging Your Financial and Social Objectives

Doing What’s Best for Your Portfolio and Our Planet

The global issues we face are real. A warming planet, a growing gap between rich and poor, inequalities among race and gender, and doubts that our generation will hand off a sustainable environment for future generations. With the rise of all these pressing issues, more of our clients are turning to Impact Investing to fund causes they care about and generate positive returns.

Impacting investing isn’t writing a one-time check to a favorite charity. The Global Impact Investing Network (GIIN) defines impact as investments made into companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a financial return. The goal is long-term sustainability. To identify and adopt specific impact objectives, define a strategy, monitor effectiveness against impact and returns, and refine the strategy based on results and shifting priorities.

So how do you become an Impact Investor? Watch this video on impact investing and how you can get started. Want to learn more such as the difference between ESG, Social Responsible (SRI), and Impact Investing, read the Evolution of Impact Investing.

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