Concentrated Stock Comprehensive Guide eBook PDF version - Page 16

BakerAvenue Investment Philosophy employs a multi-disciplinary approach to optimize the value of concentrated stock positions.

We encompass solutions for strategic diversification, hedging, income generation, and tax minimization.

Through a synthesis of Technical, Macro, and Fundamental disciplines, we guide clients through the complexities of a concentrated stock position while working towards simultaneously maximizing its potential.

Our Process

Protect Your Wealth:

Growth, Legacy, and Lifestyle

Your portfolio evolves over time as you go through life’s transitions.

GROWTH

A portfolio mix to maximize returns, often with higher risk tolerance and volatility, that could have higher turnover and less tax efficiency.

LIFESTYLE

Produce disposable income and growth to protect purchasing power. These assets have moderate risk and return goals.

LEGACY

Pass on to future generations or beneficiaries. The goal is to protect the purchasing power of the underlying assets, but not necessarily to produce the highest return possible.

BakerAvenue's

Grow & Protect Philosophy

BakerAvenue Investment Management

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