William Huston, CCO

Institutional Services

Nidhi Gupta Harlalka, CFA

Investment Research

Mansi Manikpurkar

Endowment Consultant

Institutional Services

Strategic Partnerships

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm located in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income.  Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

See How: Successfully Audit, Structure & Implement Low-Cost, Well-Managed DC Plans