Investment opportunities can change by the day. Here at Bay Street, we are proactive and focused on optimizing your portfolios based on market conditions. Our team of accredited, fiduciary-certified financial planners are fully equipped to monitor, reallocate, and sell — as necessary — every position within your portfolio regularly and meticulously. When you work with Bay Street, you can have peace of mind that our team of experts are working daily to maximize gains, reduce risks, and protect your investments.
At its core, asset management is about making the most of your money. Your portrolio should reflect your goals and the impact you want to create. We strive to help clients realize their investment objects grounded in strategic advice and planning.
An intention mix of asset classes that combines long-term views and short-term insights to create a robust strategy that can help you successfully achieve your goals in a variety of market environments.
We'll design a plan for your portfolio to evolve over time that takes into account market conditions for a resilient portfolio that identifies attrative opportunities while avoiding undesired risks.
We'll harness our investment expertise, discipline, and risk controls to deliver results across asset classes such as equity, fixed income, and alternative investments to achieve your goals.
Discover access to exclusive private offerings that are not available to the public. This opens opportunities to invest in promising companies across a diversified platform to complete your portfolio goals.
“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.”
Schedule a complimentary consultation with one of our advisors to learn more about Bay Street and how we can help you achieve your goals for your financial future.
Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.