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.
Our values are reflected in everything we do. As a certified B Corporation member and 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 values are reflected in everything we do. As a certified B Corporation member and 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.
Services
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return.
BakerAvenue's team of experts provides a coordinated, integrated suite of financial life-planning strategies, starting with our proprietary financial planning Mosaic Process. This process helps us analyze what matters most to you in order to align your values with your investment objectives. Our services help prepare and guide you through personal and professional life transitions and allow you to optimize what's in your control.
BakerAvenue believes that achieving long-term financial success demands an investment philosophy that grows and protects financial assets. To achieve this goal, a key pillar of our investment philosophy seeks to defend capital against severe down markets. Our process blends three primary investment disciplines into one comprehensive view: a blend of Technical, Macro, and Fundamental Analyses.
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. At BakerAvenue our values are reflected in everything we do.
There are many different descriptions within the financial services industry for financial management companies, including asset management, wealth management, and family office services. So when choosing an advisor, it's key to understand the differences between these terms and the capabilities that different types of managers offer.
Reviews (1)
Patti Generale
Jun 05, 2019
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I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.
The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments
The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments
