THE BAY STREET EXPERIENCE

INSTITUTIONAL INVESTORS

CONFIDENTLY NAVIGATE THE UNPREDICTABLE AND UNEXPECTED

At Bay Street Capital Holdings, we strive to advocate and serve the needs of institutional investors as careful stewards of their capital. We understand the complexities of managing significant assets on the behalf of our clients and go above and beyond to foster a relationship built on trust, confidence, and honesty. Our primary driver is focusing on your needs to drive our approach to find innovative solutions to meet your unique goals and create a lasting impact. In an ever changing market, we strive to provide solutions in all investment environments.

1ST PLACE

INVESTMENT FIRM OF THE YEAR | AAAA

1ST PLACE

ENTREPRENEUR OF THE YEAR | NAACP

2021-2023

INVESTOPEDIA TOP 100 ADVISORS

HOW WE ARE UNIQUE

TAILORED GUIDANCE

We uncover the unique goals of your organization to develop a tailored approach that is performance oriented to amplify your impact.

CAPITAL PRESERVATION

We plan prudently to pursue capital preservation with exceptional performance and uncompromised integrity in all investment environments.

PERFORMANCE DRIVEN

Our focus is firmly on efficient implementation and evolving through constant adaptation to support long-term investment success.

TOTAL ALIGNMENT

We align ourselves completely with investors as careful stewards of their capital to provide investment solutions in all environments.

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INSTITUTIONAL INVESTORS

DELIVERED VALUE POWERED BY IMPACT

We focus on where we add value through our expertise and experience to seize emerging opportunities for our clients. Here at Bay Street Capital Holdings, we provide access to institutional-quality investment opportunities while offering highly attentive support delivered by experienced advisors. We understand the unique investment and financial needs of foundations and endowments and can assist in relieving you of the complexities of managing an investment strategy so you can focus on the critical aspects of your organization.

TAILORED SOLUTIONS TO MEET YOUR NEEDS

OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)

Leave it to us to manage the complex details of your investment portfolio and strategy so you can have the freedom to focus on the critical aspects of your organization. As an outsourced investment option, we'll listen to your needs to create a customized portfolio that aligns with your objectives, financials, and investment needs and broaden your range of investment opportunities.

ENDOWMENTS & FOUNDATIONS SERVICES

We offer comprehensive solutions that integrate investment management and philanthropic expertise to assist you in navigating the complexities of your investments. We employ an innovative and disciplined process for portfolio construction and implementation that aligns with your objectives and optimizes your mission's impact.

INVESTMENT & RISK MANAGEMENT

We combine our exceptional insights and expertise to tailor unique investment opportunities to meet your goals. Our team will review your current strategies to assess expenses and coverage in order to help ensure your basic risks are covered. We'll harness our expertise, discipline, and risk controls to deliver robust results to help you successfully achieve your goals in different market environments.

NON-DISCRETIONARY INVESTMENT ADVISORY

With non-discretionary investment advisory, we are here to support you and make prudent investment recommendations based on your unique objectives and goals. We'll perform investment manager due diligence on your behalf and undergo a comprehensive analysis of risk and investment performance to help achieve your return objectives.

WILLIAM HUSTON AIF®, AIFA®

FOUNDER AND CHIEF INVESTMENT OFFICER

William Huston is Bay Street's Founder and CIO. He oversees investment strategy, capital formation, and investor relations. He serves as a fiduciary for four custom long-only public equity portfolios totaling $18 million, as a 3(38) fiduciary for Low Income Investment Fund, and as a non-discretionary advisor for a $450 million family office. Additionally, William has supervised commercial real estate transactions representing more than $63 million in aggregate transaction value.

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Let's Talk

Schedule a complimentary consultation with one of our advisors to learn more about Bay Street and how we can help you achieve your goals for your financial future.