How We Help You

A Fiduciary Approach

A Fiduciary Approach

Given our past backgrounds as senior executives at a prominent Institutional Investor, we understand the responsibility that comes with investing for your Company’s account, for your investors, for your constituents. Our experience is one that supports a proprietary, not an intermediary, view as to the most appropriate investment solution for each client. Whether a client’s investment needs are short or long term in duration, we bring a sense of ownership to the decision-making process and a marked sensibility to our client’s corporate culture and reputation. While a particular assignment may involve a discrete asset or strategy execution, we are always mindful of its effect on the client’s larger, existing portfolio. Bay Hollow believes a fiduciary approach is essential and intends to be an effective adjunct to your team, not merely an outside resource.