CHAPTER 13CASE STUDY: KING LIP, CIO, BAKER AVENUE

Baker Avenue is a fast-growing asset management firm headquartered in San Francisco. The firm was an early adopter in recognizing the potential of ETFs to simplify the investing process and to serve as tools to execute a variety of investment strategies.

As an independent firm that is 100 percent employee owned, Baker Avenue uses a range of ETFs to provide wealth management services. In this chapter we look at how Baker Avenue uses ETFs to execute dividend strategies.

The overarching philosophy of Baker Avenue’s approach is to protect assets against downside risk while trying to achieve competitive risk-adjusted returns. Investors can win by not losing and by having a strategy that provides a ...

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