Cat_id: embed:cat_id = 17; Video link: "https://player.vimeo.com/video/956003819?h=45d37f6628&texttrack=en"; Catname: insights: Gated File:
Cat_id: embed:cat_id = 20; Video link: "https://bai.bakerave.com/bakeravenue-june-insights-the-slow-road-to-normal-rate-cuts-dragging-technology-expanding-baam"; Catname: insights: Gated File:
Cat_id: embed:cat_id = 16; Video link: ""; Catname: insights: Gated File:https://www.bakerave.com/.pdfFiles/Mega_Backdoor_Roth_Contribution_Strategy_White_Paper.pdf
Cat_id: embed:cat_id = 75; Video link: ""; Catname: insights: Gated File:
Cat_id: embed:cat_id = 15; Video link: ""; Catname: insights: Gated File:
Cat_id: embed:cat_id = 63; Video link: "https://blog.bakerave.com/blog/executive-comp-tax-reduction-0"; Catname: insights: Gated File:

Impact

Get the Financial Freedom to Create Your Impact

You don’t need to choose between trying to change the world and reaching your own financial goals. As a purpose-driven firm, our mission is to help you create an impact, alongside maximizing your portfolio performance during all market cycles.

Our approach is through an inclusive lens:

At BakerAvenue, 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 investing that benefits not only our clients but also the environment and society as a whole.

  • Impact Investing identifies socially-conscious initiatives, defines objectives and strategies, monitors effectiveness and returns, and redefines strategies based on results and shifting priorities.
CHARTERED FINANCIAL ANALYSTS & CERTIFIED FINANCIAL PLANNERS
WHO HAVE EARNED THE CFA INSTITUTE CERTIFICATE IN ESG INVESTING
Doug Couden
Doug Couden
CFA
Chief Investment Officer & Partner
Daniel Cassell
Daniel Cassell
CFA
Portfolio Manager
Michael Tideman
Michael Tideman
CFA, CFP®
Wealth Advisor, Managing Director
FINANCIAL FEMINISM

BakerAvenue’s Financial Feminism Community is a source of strength, activism, and inspiration.

Dedicated to building community and driven to give our clients the best resources to create the financial independence necessary to live their life with purpose and passion.

Through knowledge and insight, women can own their economic power and exercise their financial independence.

LEARN MORE >

Community partners

Doing Good Is Our Quarterly Benchmark

Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profit organizations.
Top ↑
When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.

The content provided is for illustration purposes only and information is the opinion of Baker Avenue Asset Management LP and does not constitute investment advice. All information is subject to change. Before purchasing any investment, a prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of any investment as each individual’s goals and objectives may vary. Baker Avenue Asset Management LP is registered as an investment adviser with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Baker Avenue Asset Management LP is not engaged in the practice of law or accounting. BakerAvenue Asset Management LP is engaged in the practice of tax for its tax preparation clients. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The information provided does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. Charts and graphs are for educational purposes only and should not be used to predict security prices or market levels. Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Baker Avenue Asset Management LP. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. 

Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional. Past performance is never a guarantee of future performance. Baker Avenue Asset Management LP may currently own or have previously owned a specific stock or company referenced, and a list of our past holdings can be found at the SEC website. Click to view full disclosures.

B Certified
Forbes Top RIA Firms 2023
PRI
Diversio Certified
2024 Great Place to Work®
2020 Financial Times 300 Top Registered Investment Advisors
SustainFi
Leeds