Helping You Embrace Life ’ s Transitions .
Since 2004 , BakerAvenue has guided clients through personal and professional transitions . Our firm provides comprehensive wealth management and investment expertise for high-networth individuals , families , trusts , foundations and endowments . We ’ re headquartered in San Francisco with offices nationwide .
As a purpose-driven firm , our goal is to create an impact by supporting you and the community we share . We do so by delivering intelligent wealth management solutions while fostering long-term value creation . What drives us are our values of excellence , trust , and community , and we take a holistic approach to align your portfolio with your values . Our firm is committed to continually elevating our practices . While as fiduciaries it is our mission to protect your interests ahead of our own , it is our dedication to purpose , passion , and performance that drives our innovative approach .
For more information , visit bakerave . com or call 888.585.1750 .
Disclosures
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 . Baker Avenue 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 .
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