• Bay Street Capital Holdings

    Bay Street Capital Holdings

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    Investment Management

    About Us

    Registered Investment Advisor

    Bay Street Capital Holdings collaborates with private and public organizations to design and manage portfolios for endowments and foundations (governed by UPMIFA) and successfully audit, structure and implement low-cost, well-managed defined contribution plans (governed by ERISA).

    Professional Memberships:
    Investments & Wealth Institute
    California State Teachers' Retirement System

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