Bay Street advises public and private institutions in the Bay Area.

We advocate for minority and emerging fund managers across the US.

  • Higher Education
  • Government Entities
  • Taft-Haftley Plans
  • Endowments/Foundations
  • Corporate Plans

Asset 6BSCH_tiny

Investment Advisory Services

Asset 25BSCH_tiny

Made For You

Fiduciary Impact

Thoughtful Investment Guidance
Improving sponsor & participant outcomes
one solution at a time.

  • Fiduciary Training

  • Participant Education

  • Investment Policy Statement Design

  • Plan Fee Level Guidance

  • Fee Benchmarking

  • Asset Allocation

  • Zero Conflicts of Interest

  • Manager Search & Selection

  • Custodian Search & Selection

  • Performance Reporting

  • Open Architecture

  • Administrator Oversight


Reimagining the role for advisors

Asset 2

Genuine

Discover the unique contribution we can accomplish together.

gears

Resilient

Responsible investment analysis that's always working for you.

Asset 4

Family Oriented

We highly value the importance of family and asset preservation.

microscrope

Proven

Portfolio management
as unique as your goals.

Learn More
At the heart, wealth management isn't about money.
It's about people.

You're Welcome Here.

We go above and beyond for our clients, fostering a relationship built on trust, confidence, and honesty.

See How