IMPACT INVESTING Q4 2022 | Page 12

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 strategies while fostering initiatives that catalyze positive societal change.

What drives us are our values of community, excellence, trust, and inclusion. We take a holistic approach to align your portfolios with your values.


Lastly, our firm is committed to elevating diversity and inclusion in our practices. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach.

Our individual and firm’s talents seek positive social change in our communities.

We deliver service excellence to you and challenge the status quo.

Trust and integrity serve as our cornerstone. We know trust is earned, not given, and we are determined to earn and honor it in everything we do.

The BakerAvenue Team