
BakerAvenue Wealth Management
BakerAvenue Wealth Management is a purpose-driven firm that provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments.
/10
Transparency ranking
Work at BakerAvenue Wealth Management?
Tell us what we're missing about working at BakerAvenue Wealth Management so we can make the job search more transparent for everyone.
Tell us what it's like to work at BakerAvenue Wealth Management!Description
BakerAvenue Wealth Management is a purpose-driven firm that provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Founded in 2004, the company guides clients through life's transitions by providing intelligent wealth management solutions that align with their values. They are headquartered in San Francisco and have offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples. BakerAvenue is committed to continually elevating their practices and is a signatory of the Principles for Responsible Investment (PRI), demonstrating their commitment to responsible investing that benefits their clients, the environment, and society.
BakerAvenue specializes in several areas, including concentrated stock strategies, impact investing, alternative and real estate investments, family office services, and estate planning. The firm has a multi-disciplinary investment approach and provides a range of services, including investment management, tax planning, estate planning, financial planning, and philanthropic advisory. BakerAvenue is a certified B Corporation, showcasing its commitment to social and environmental performance, transparency, and accountability. Their commitment to excellence, trust, and community is evident in their numerous awards and acknowledgements, including being named in the Forbes ranking of America's Top RIA Firms and the Financial Times' "FT 300: Top Registered Investment Advisers" list.
Mission
BakerAvenue Wealth Management is a purpose-driven firm that aims to help clients navigate life's transitions, whether it's building a legacy, starting a new business, supporting a worthy cause, or making a career change. They achieve this by delivering intelligent wealth management solutions, fostering long-term value creation, and aligning client portfolios with their values. Their commitment to excellence, trust, and community is reflected in their holistic approach, which includes impact investing, financial feminism, and community partnerships.
Culture
BakerAvenue promotes a culture that emphasizes community, impact, and excellence. The firm values transparency, integrity, and client interests above their own. Their commitment to social responsibility is demonstrated through their support of various non-profit organizations, their focus on ESG investing, and their Financial Feminism initiative. BakerAvenue fosters a workplace culture that prioritizes diversity, inclusion, and employee well-being, and is reflected in their awards and recognitions.
DE&I
BakerAvenue Wealth Management is committed to creating a diverse, equitable, and inclusive workplace that reflects their core values of excellence, trust, and community. They have achieved Diversio Certification, demonstrating their commitment to measuring and setting targets to increase diversity at all levels, identifying and addressing bias and barriers faced by minority groups, and implementing programs and policies to promote a welcoming and inclusive work environment for all. They are also certified members of Great Place to Work, prioritizing diversity and inclusion in their workplace practices.
Similar companies. But verified.
