An independent wealth management firm, BakerAvenue helps individuals and families achieve their financial goals through comprehensive financial planning and tactical asset management. We do not sell products or accept commissions and, as fiduciaries, always act in our clients’ best interests.
Through our finely refined MOSAIC process, we help clients organize their financial lives, manage risk,... and prioritize their personal and financial goals. We then monitor and frequently update our clients’ MOSAICs to ensure they are on track to meeting these goals.
Our MOSAIC process informs how we manage clients’ assets, as we seek to secure investment returns that enable clients to meet their goals without taking on unnecessary risk. As tactical asset managers, we adjust our clients’ portfolios to adapt to the current market environment in order to best position them for growth in positive markets and protect capital in negative markets.