Bridgebay 23 Years of Excellence (925) 743-0200
   
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Bridgebay consultants help employers enhance retirement plan features while reducing plan costs, improving investment options, and reducing fiduciary liability.

We provide a wide range of 401(k) and 403(b) consulting services including investment policy statements, service provider search and evaluations, fee negotiations, implementation, plan benchmarking and performance monitoring.

We help clients establish objectives, determine risk tolerance, formulate an appropriate asset mix and monitor investment performance.

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Our consulting style has consistently focused on the four key areas involved with designing, implementing, monitoring and controlling investment programs.

Here are just a few of the services we offer:
• Strategic investment plans
• Asset allocation
• Investment policy statements
• Money manager selection and monitoring
• Customized performance benchmarks
• Custodian evaluations and searches
• Performance evaluation and monitoring
• Benchmarking studies of peer investors

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Founded in 1987, Bridgebay Financial, Inc. has been redefining the standard of excellence in institutional investment strategies for more than 25 years.

Bridgebay's client list includes some of the most prestigious Fortune 500 and NASDAQ companies. Bridgebay Financial, Inc. is a registered investment advisor under the Investment Advisor Act of 1940.

As an independently owned, investment consulting firm, our consultants pursue a strict policy of full disclosure and avoid all potential conflicts of interest that could compromise our impartiality.

As fee-based investment consultants, our financial incentives are aligned with your own.
Client References
3Com Corporation
Acuson Corporation
Adaptec
Adobe Systems Incorporated
Amgen Inc.
Callaway Golf
Catellus Development
UCSF Benioff Children's Hospital Oakland
Conexant Systems, Inc.
COR Therapeutics
Credence Systems
Dolby Laboratories
Elder Care Alliance
Equinix, Inc.
Extreme Networks, Inc.
Gilead Sciences
Google Inc.
ICANN
InVision Technologies
JDS Uniphase Corporation
KLA-Tencor Corporation
Mashantucket Pequot Tribe
McAfee, Inc.
Menlo College
Neurobiological Technologies
Novellus Systems
NVIDIA Corporation
Openwave Systems Inc.
PATH
ProBusiness Services
Program for Children's Vaccines
Salesforce.com, Inc.
Sanmina Corporation
Seagate Technology
Sun Microsystems, Inc.
Symantec Corporation
Wind River Systems
Institutional clients with portfolios ranging in size from $80 million to $1 billion in liquidity portfolios and retirement assets. It is not known whether the listed clients endorse the adviser or its services. Client references include ongoing investment consulting services and investment engagements that Bridgebay has completed on a non-discretionary advisory basis.
AFP AFP National Conference
AFP 2014
Treasury Professionals as 401(k) Committee's Financial Experts

November 2-5, 2014
Washington D.C.


Presented by:

A corporate treasurer and retirement plan consultant discuss their experience and the importance of having a treasury professional on the 401(k) Plan Committee. As 401(k) assets continue to grow, becoming the primary source of retirement income for employees, the treasury professional provides invaluable financial literacy and expertise as a member of the Committee. Treasury professionals provide input in designing the plan's investment monitoring, selection and watch list process in the Investment Policy Statement even when a Committee already has an independent plan consultant.
LinkedIn
Janice P. Phan, CCM
Corporate Treasurer
LinkedIn
KLA-Tencor
Theo Castro
Corporate Treasurer
KLA-Tencor
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

  © 1997- Bridgebay Financial, Inc.
® Bridgebay is a registered service mark of Bridgebay Financial, Inc.
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