BakerAvenue Wealth Management

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BakerAvenue Wealth Management Sustainability Profile

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Certified B Corporation

BakerAvenue Wealth Management presents impact investing and philanthropic planning as part of its wealth management approach. The firm says its mission is to help create an impact alongside maximizing portfolio performance during market cycles. It identifies itself as a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), and states that it believes in an economically efficient, sustainable global financial system as a necessity for long-term value creation. Its sustainability-related content focuses on impact investing, philanthropic giving, and support for nonprofit and community organizations.

About BakerAvenue Wealth Management

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • United States

BakerAvenue Wealth Management Sustainability Actions

Certified B Corporation member

As a purpose-driven firm, our values are reflected in everything we do. As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation.

Signatory of the PRI

As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), we join a family of global organizations unified under the belief that an economically efficient, sustainable global financial system is a necessity for long-term value creation.

Held Climate Justice workshop

BakerAvenue recently held a Financial Feminism workshop on Climate Change. BakerAvenue provides portfolio reviews and IMPACT investing consultation.

Provides impact investing

Our mission is to help create an impact alongside maximizing your portfolio performance during market cycles. BakerAvenue provides portfolio reviews and IMPACT investing consultation.

Supports nonprofit organizations

Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profit organizations.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About BakerAvenue Wealth Management

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • United States

Sustainable Development Goals

BakerAvenue Wealth Management is committed to advancing these Global Goals to promote prosperity for people & planet.

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