ABOUT BAY STREET
INVESTMENT STRATEGY
OPEN NEW ACCOUNT

Because Everyone Should Have A Financial Plan.

Ekenna Anya-Gafu, CFP®, AAMS®

Financial Wellness

For You and Your Loved Ones

  • One-On-One Sessions
  • Family-Focused Financial Wellness Workshops
  • Financial Literacy Assessments
  1. Accomplish Your GoalsWork with a Certified Financial Planner to demystify your finances
  2. Stay On TrackSchedule quarterly check-ins and ad-hoc reviews
  3. Life HappensTackle the highs and the lows of life and avoid emotional pitfalls
We Take Performance Seriously

FINRA Accredited Designations

  • Charted Financial Analyst - CFA
  • Certified Financial Planner - CFP
  • Accredited Investment Fiduciary - AIF
  • Certified Public Accountant - CPA
  • Accredited Asset Management Specialist - AAMS
Fiduciary Impact, Memos
4th Quarter

October marks the last quarter of 2020. Despite the circumstances,…

William Huston, CCO, AIF®October 06, 2020
Financial Planning
5 Steps to Financial Independence, Retire Early. (FIRE)

https://youtu.be/aF8MuagHcsE

Ekenna Anya Gafu, CFP®, AAMS®September 23, 2020

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Why Bay Street?

We are a performance-oriented team that understands how important it is to show up ready to win everyday.
Our numbers tell the story:

TRUSTED
100%

year-over-year client retention rate.

TWO-WAY LOYALTY
100%

year-over-year advisor retention rate

DEEP EXPERIENCE
14
YEARS

of experience providing advice to institutions

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. 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.

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