Our Difference
Proactive & Integrated Wealth Management
Explore Our Difference
From tax-efficient wealth management and estate planning to concentrated stock management and alternative investments, BakerAvenue delivers highly customized solutions for high-net-worth and ultra-high-net-worth clients:
- Advise on optimal timing for equity compensation and stock option exercises
- Implement active hedging strategies, including protective puts and exchange funds
- Provide access to alternative investments to diversify portfolios and hedge against inflation
- Structure beneficiary designations, trust distributions, and multi-generational wealth transfers
- Deploy active tax-loss harvesting designed to reduce taxable gains year-round
- Align financial strategies with philanthropic and social impact objectives
- Leverage tax-deferral vehicles and deductible strategies designed to optimize after-tax wealth
To learn more about our differentiated services, view our eBrochure.
Our Services
- Develop a personalized investment strategy
- Manage risk to protect capital in high-risk markets
- Create tailored asset allocations
- Rebalance portfolios proactively and regularly
- Diversify concentrated stock positions
- Strive to add value with comprehensive competency on a single-stock concentration
- In-depth technical, macro, fundamental analysis of stock, company and market
- Monitor business and developments: earnings updates, competitive landscape
- Recommend actions to optimize concentrated stock position
The company names and logos shown are provided for illustrative purposes only. Baker Avenue Asset Management, LP has managed client positions in certain of the companies depicted; others are included solely to reflect the types of equity concentrations for which clients commonly seek guidance. Inclusion does not imply an ongoing company/client relationship or endorsement.
- Conduct retirement and life transition cash flow analysis
- Stress-test your plan for weaknesses
- Analyze Roth IRA conversions
- Strategize Social Security optimization
- Navigate payout options for pension or deferred comp
- Review current estate plan and make changes as required
- Minimize problems and costs associated with probate
- Strategize for tax-efficient transfer of wealth
- Evaluate and recommend estate planning options
- Review tax returns by our Enrolled Agents
- Maximize contributions to tax-deferred accounts
- Maximize tax benefit of charitable donations
- Determine tax-efficient ways to distribute assets
- Collaborate with your CPA
- Design and implement integrated strategies to streamline multifaceted assets, freeing you to focus on lifestyle, legacy, and long-term priorities
- Client relationship led directly by firm partners to ensure continuity, discretion, and high-touch attention
- Fully integrated services including investment management, estate and tax strategy, IPO planning, risk management, liquidity access, and advisor coordination
- Strategic guidance to align wealth with impact by designing philanthropic initiatives, nonprofit governance frameworks, and legacy planning
- Oversight of properties, staff, travel, major purchases, and daily operations, bringing structure, efficiency, and peace of mind to complex lives
- Advanced protections across digital, personal, and financial domains, leveraging best-in-class partners to safeguard your family and assets
- Review and administer trusts in accordance with the document and governing statutes
- Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax compliance, and account maintenance
- Safeguard trust assets and securities, including unique assets
- Adhere to principal and income accounting standards
- Prepare and distribute trust accountings and statements
Baker Avenue Asset Management LP is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota Inc. (NATSD) doing business as BakerAvenue Trust Company.
- Review current philanthropic portfolio and interests
- Educate on best practices for high impact philanthropic investments
- Strategize short and long-term social impact strategies
- Design and implement a tailored, high-impact philanthropic giving plan
- Evaluate and measure philanthropic impact and giving strategies
Plan With Confidence.
Live With Clarity.
Transforming your wealth into the life and legacy you envision.
If you are interested in our comprehensive wealth management services, please send us a note or click to schedule an introductory meeting.
To speak with your advisor, contact them here.
