Bay Street serves as a fiduciary for 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

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

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Thoughtful Investment Guidance

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Made For You

Reimagining the role for advisors

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Discover the unique contribution we can accomplish together.



Responsible investment analysis that's always working for you.

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Family Oriented

We highly value the importance of family and asset preservation.



Portfolio management
as unique as your goals.

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