About Us

Celebrating Our 32nd Anniversary 1987- 2019

Co-Fiduciary
Bridgebay is a fee-based, institutional investment and retirement plan advisor. As a Registered Investment Adviser under the Investment Adviser Act of 1940, we serve as co-fiduciary to your plan.

Independence
Our independence and autonomy enables our consultants to deliver impartial advice and customized solutions for your retirement plan.

Experienced Consultants
Our consultants bring multiple financial, investment and retirement plan perspectives to the consultative process. Each consultant has over 25 years of investment experience and are credentialed MBAs and CFAs.

Due Diligence
As an independent, retirement plan consulting firm, we help protect plan fiduciaries through our comprehensive due diligence process that reduces fiduciary liability, increases plan transparency and improves participant understanding and communication.

Cost-Effective Solutions
We effectively leverage technology to deliver comprehensive investment solutions that your plan can implement cost-effectively.

Highest Professional Standards
We are dedicated to the highest professional standards set by the CFA Institute and Investment Management Consultants Association (IMCA).

(925) 743-0200

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

©2020 by Bridgebay Financial, Inc.