NetworkยทVenture Capital
๐ SAN RAMON, CA
SEC CRD #801-108193
--> Home | Bridgebay Financial, Inc. top of page Bridgebay 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. Learn More 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. Learn More 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 manag
LINDA RUIZ-ZAIKO
PRESIDENT
๐ (925) 743-0200
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Location
SAN RAMON, CA
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