What We Do
Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity, focus, and careful stewardship of their capital. Our mission is to inspire the next generation of diversified investors through the investment of alternative asset classes with priority on managing total risk and volatility.
Accountability & Transparency
We value the trust our clients place in us and uphold the highest standards of integrity
We invest with high conviction, through the lens of history, in companies that will outperform
We create a fortified strategic approach with tailored financial solutions to help achieve your goals
We develop an exceptional, comprehensive financial plan customized to your finances and goals
Awards and Recognitions
We are honored to be recognized for our accomplishments and our financial performance
Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial firm headquartered in Palo Alto, California. 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.
“It is our core belief that designing a portfolio through the appropriate mix of assets for each unique investor is the key to successful, long-term investing. Selecting fund managers for each asset class is a factor, but meticulously designing the asset allocation is what ultimately determines a portfolio’s failure or success.”
-William Huston, Founder, Chief Investment Officer
What We’re Thinking
History of Women in Real Estate in the US
This historical analysis examines the role of women in the real estate...March 15, 2023