What We Do
Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity, focus, and careful stewardship of their capital. Our mission is to inspire the next generation of diversified investors through the investment of alternative asset classes with priority on managing total risk and volatility.
Asset
Management
Management
Private
Equity
Equity
Real
Estate
Estate
Accountability & Transparency
We value the trust our clients place in us and uphold the highest standards of integrity
Performance-Oriented
We invest with high conviction, through the lens of history, in companies that will outperform
Strategy
We create a fortified strategic approach with tailored financial solutions to help achieve your goals
Comprehensive Planning
We develop an exceptional, comprehensive financial plan customized to your finances and goals
Awards and Recognitions
We are honored to be recognized for our accomplishments and our financial performance
Our Values
Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial firm headquartered in Palo Alto, California. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.
“It is our core belief that designing a portfolio through the appropriate mix of assets for each unique investor is the key to successful, long-term investing. Selecting fund managers for each asset class is a factor, but meticulously designing the asset allocation is what ultimately determines a portfolio’s failure or success.”
-William Huston, Founder, Chief Investment Officer
What We’re Thinking
Funding Across The BIPOC Investment Community Whitepaper
Small businesses in the U.S. are the key drivers of the U.S. economy a...
August 29, 2022
