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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.
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B Certified
Forbes Top RIA Firms 2023
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2020 Financial Times 300 Top Registered Investment Advisors
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