You're Welcome Here.
We go above and beyond for our clients, fostering a relationship built on trust, confidence, and honesty.
Corporations and Institutions
At Bay Street, we understand the complexities of managing significant assets on the behalf of our clients. We focus on your needs to drive our approach to find innovative solutions that meet your needs. In an ever-changing market, we strive to provide solutions in all investment environments.
Thoughtful Investment Guidance
Genuine
Dig deeper & uncover your organizations unique goals
Resilient
Thoughtful investment guidance that always puts you first
Family Oriented
Ensuring that every member of our Bay Street familia thrives
Proven
Deliberate & Performance-oriented
Fiduciaries for Public and Private Institutions
Advocating for Minority & Emerging Fund Managers & Entrepreneurs
- Family Offices
- Endowments
- Foundations
- Deferred Compensation
- Defined Benefit (Pensions)
- OCIO Services
- DC/DB Plans
Financial Wellness for All
We go above and beyond for our clients, fostering a relationship built on trust, confidence, and honesty.
Improving Sponsor & Participant Outcomes
- Fiduciary Training
- Participant Education
- Investment Policy Statement Design
- Plan Fee Level Guidance
- Fee Benchmarking
- Zero Conflicts of Interest
- Manager Search & Selection
- Custodian Search & Selection
- Performance Reporting
- Open Architecture
- Administrator Oversight
