About Baker Avenue

Founded in 2004, Baker Avenue Asset Management provides a full range of investment and wealth management services, with a focus on reducing risk, growing your wealth and protecting your lifestyle. From the beginning, we have been tested in extreme environments, delivering strong results in both bull and bear markets. When you invest with us, you can rest easy knowing that your assets are secure with Fidelity Investments, our trusted custodial partner.

Fast Facts About Baker Avenue

• We are an independent, 100% employee-owned firm.
• Our management team is made up of experienced investment professionals, including Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), and a Certified Investment Management Analyst (CIMA) and Chartered Market Technician (CMT).
• We are headquartered in San Francisco, with offices in Boston, Dallas, and Seattle.
• Majority of assets are held by Fidelity Investments, our custodial partner and one of the world’s largest and most trusted financial services companies.