Acknowledgements

Our Values Are At the Heart of Everything We Do

With tremendous gratitude and honor, BakerAvenue Wealth Management is proud to be recognized by leading companies and organizations for our commitment to excellence and sustainability.

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B Certified

B-Certified

BakerAvenue envisions a global economy that uses business as a force for good. As a certified B Corporation member, we join a global association of for-profit businesses committed to using the power of business to build a more inclusive and sustainable economy. Certification indicates that we meet the highest verified standards of social and environmental performance, transparency and accountability.

2020 Financial Times 300 Top Registered Investment Advisors

2020 Financial Times 300 Top Registered Investment Advisors

BakerAvenue is very pleased to announce that we have been named to the Financial Times’ 2020 “FT 300: Top Registered Investment Advisers” list. Produced independently by Ignites Research on behalf of the Financial Times, the list recognizes leading independent RIA firms across the U.S. based on growth rate, longevity, expertise and credentials of advisors, online accessibility, and compliance standards.

PRI

Principles for Responsible Investment (PRI) Membership

Our values are reflected in everything we do. As a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation. Our membership is further proof of our commitment towards responsible investment that benefits not only our clients, but also the environment and society as a whole.

Diversio Certified

2021 Diversio Certified

Committed to improving and elevating diversity & inclusion at BakerAvenue, we are pleased to announce that we have achieved a global standard for inclusion by becoming Diversio Certified. The standards include: measuring and setting targets to increase diversity at all levels, regularly collecting data on employee experience to identify bias and barriers faced by minority groups, and implementing programs and policies designed to unlock specific challenges while tracking results.

2021 Great Place to Work®

2021 Great Place to Work®

BakerAvenue believes that our workplace culture should reflect our values. As certified members of Best Places to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.

Leeds

Leadership in Energy and Environmental (LEED)

Sustainability is a priority in everything we do. BakerAvenue’s San Francisco headquarters located at 301 Battery Street is LEEDS U.S. Green Building Council. We join the community that works toward making our planet greener and more sustainable demonstrating our commitment to becoming more environmentally and socially responsible.

2020 Great Place to Work®

2020 Great Place to Work®

BakerAvenue believes that our workplace culture should reflect our values. As certified members of Best Places to Work we are supporting the definitive standard of what it means to be a great workplace. This certification shows our commitment to creating a healthy culture, one that prioritizes diversity and inclusion in our workplace practices.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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