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Investment Consultant Services

Founded in 1987, Bridgebay Financial, Inc. has been redefining the standard of excellence in institutional investment strategies for more than 30 years.

Conferences & Presentations

About Us

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.

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Retirement Plan Services

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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Investment Management Services

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:

  • Institutional investment manager RFPs

  • 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

Contact Us

2603 Camino Ramon, Suite 200, San Ramon, CA 94583, USA

(925) 743-0200

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