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 July 2021 Market Update
 July 2021 Market Update
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2021/Q2: ESG - Impact Investing Newsletter Letter
2021/Q2: ESG - Impact Investing Newsletter Letter
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About Charitable Remainder Trusts
About Charitable Remainder Trusts
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S&P rises above 400
S&P rises above 400
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July Tax Proposal Updates
July Tax Proposal Updates

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 by contributing to positive social change, 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.
When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.