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

Fiduciary Impact

Reimagining the role for advisors

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Genuine

Discover the unique contribution we can accomplish together.

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Resilient

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.

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Proven

Portfolio management
as unique as your goals.

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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