We know your needs are diverse and ever-changing, just like the financial landscape. Whether it’s ESG reports, investor decks, or scaling up for significant events like campaign or product launches, Baseline adapts to your situation. Agility is our specialty.

From day one, we’ve worked with financial institutions like American Express, Citi Alternative Investments, Capital One, and Webster Bank, as well as numerous hedge funds, private-equity, and wealth-management firms. And, our work has been recognized by Financial Communications Society.

We don’t just understand the financial industry; we thrive in it. With team members that bring experience from in-house financial design and marketing groups, our insider knowledge enhances efficiency and drives creative strategy. With this expertise, we can seamlessly become an extension of your team to speed up the processes that can slow down your creative and marketing efforts. We can provide support with large-scale projects like branding/rebranding initiatives, merger/acquisition efforts, product and campaign launches, or internal communications and programs, and can also assist with project-based work like ESG reports, investor decks, event and conference materials, and websites.


Identify and capitalize on unique opportunities.

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Delivering investments that make a difference.

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Banner Cavu Securities, LLC

Growth Investing with a Valuation Discipline.

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Real People, Real Partnership.

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