Our Firm

Bay Capital is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. The first priority of the Bay Capital programs is the control of volatility and risk.  Opportunities for capital growth occur repeatedly in our dynamic economy, but losses caused by infrequent market declines must be substantially avoided.  Control of risk requires a full-time professional effort. 

Bay Capital takes a unique investment approach by employing traditional investment vehicles in a non-traditional manner.  It is the Bay Capital programs' goal to preserve capital and to take advantage of the opportunities presented by market declines.  It is our firm belief that disciplined control of risk, coupled with an efficient investment vehicle, provides a superior risk/reward relationship.  Our programs are appropriate for:


  • Individuals
  • Custodial accounts for minors
  • Trusts
  • Corporations
  • Charitable institutions
  • IRA's, rollovers & transfers
  • Qualified retirement plans



Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.


 


Call us today to discuss your financial goals.


(813) 286-1553