Launched in 1987, Bridgebay Financial, Inc. has been redefining the standard of excellence in institutional investment strategies for the past 20 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 so we mutually benefit from expert investment advice.

Each of our consultants has over 20 years of Wall Street experience advising institutional investors, corporations, foundations and endowments. Our talented dedicated team of professionals have the practical experience at major global institutions in addition to holding MBAs and are CFA charter holders. These credentials empower us to create pragmatic solutions to a diverse range of consulting engagements. Our consulting style has consistently focused on the four key areas involved with designing, implementing, monitoring and controlling investment programs.

• Plan provider searches
• Nonqualified deferred compensation plans
• Record keeper selections
• Trust/custody evaluations
• Analysis/recommendation of investments
• Plan cost assessment
• Regulatory updates

• 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