Concentrated to Build Wealth. Diversify to Stay Wealthy.
BakerAvenue employs a multi-disciplinary approach to the issue of concentrated stock management. We encompass solutions for diversification, income generation, hedging, and collateralization. Through a synthesis of Technical, Macro, and Fundamental disciplines, we guide clients through tax-efficient and price-optimized diversification and value-producing strategies such as cash flow generation for income.
We believe in an active approach to concentrated stock management. For example, the conventional method uses a static “hedge it and forget it” approach. Our “BakerAvenue Dynamic Hedging Approach System” (BADHAS®) employs hedges when stock trends are weak, but removes them when price trends are strong. It’s a more opportunistic approach that lowers costs and enhances potential returns.
Reduce tax exposure