Bay Street is an independent registered investment advisory firm headquartered in Palo Alto, CA with a focus on hospitality asset management. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility. William regularly collaborates with public and private organizations to successfully audit, structure, design, and implement low-cost, well-managed portfolios for defined contribution, defined benefit (pensions), endowments, foundations, sovereign wealth funds, insurance companies, fund of funds, RIAs, and feeder funds.
2023 Alt Path Financials & Year in Review
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Bay Street Capital | Hospitality Asset Management
Targeted, Municipal & Country Specific, Government Incentives
Bay Street is an independent registered investment advisory firm headquartered in Palo Alto, CA with a focus on hospitality asset management. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility. William regularly collaborates with public and private organizations to successfully audit, structure, design, and implement low-cost, well-managed portfolios for defined contribution, defined benefit (pensions), endowments, foundations, sovereign wealth funds, insurance companies, fund of funds, RIAs, and feeder funds.
A MAJOR MILESTONE & STRATEGIC PARTNERSHIP I hope this message finds you well and thriving! I’m excited to share that Bay Street and Maridea Wealth Management have signed a Letter of Intent for the acquisition and partnership of Bay Street’s wealth management business. Although we are still a few weeks away from finalizing the transaction, we want to make sure that everyone is aware of the upcoming partnership. Over the next few weeks, we will connect with you 1:1 to introduce you to our new,...