Bridgebay 23 Years of Experience (925) 743-0200
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Complete Retirement Solutions and Services
Investment Policy Statement
Asset Allocation
Investment Fund Analysis
Target Date Fund Evaluation
Fee Analysis
Investment Performance and Plan Monitoring
Plan Benchmarking
Provider Search and Evaluation
Plan Design
Fiduciary Services
Education and Communication
Our experienced team of investment experts provides plan sponsors with a systematic approach to evaluate, select, monitor, watch list and replace investment options.

We use industry-leading, robust investment analytical tools and extensive manager and fund databases to produce comprehensive reports of qualitative and quantitative analysis.
Our process has many benefits, including:

• Reduced fiduciary liability
• Increased plan transparency
• Improved participant understanding and communication.
With better, more complete information, your plan can incorporate cost-effective, customized investment solutions that are perfectly suited to your plan.
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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