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
Leaving your last employer, what should you do with your previous retirement account?

I recently read an article highlighting a Gallup’s Millennial report t...

Ekenna Anya Gafu, CFP®, AAMS®May 27, 2021
Fiduciary Impact, Memos
4th Quarter

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

William Huston, CCO, AIF®October 06, 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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