Wealth Management Philosophy

We believe in relationships, not transactions; service, not sales; adding value, not gathering assets.  No two individuals or households have identical resources, goals, or values, so off-the-shelf strategies can’t possibly work, and have no place in the conversation.  Customization is key.

In all our relationships, we start (and continue) with focused, clear communication to understand your values, goals, preferences, risk tolerance, and other desires and constraints so that we may be a knowledgeable, objective adviser.  Our mission is to create and continuously hone plans and portfolios that will help navigate twists in the road with minimal risk and stress.  We understand that some situations are unpredictable and will require reassurance or adjustments; our promise is to be there for you to determine which is appropriate at every turn.

We believe that clear, concise communication of incredibly complex data and information is key to establishing trusting relationships, and we accomplish that with ongoing, proactive dialogue and state-of-the-art technology and tools for analysis and communication.  It is our job to help you sift through the noise in the financial media and distill the relevant information into actionable plans.

Our investment strategies have been refined through years of experience and rigorous research; please see our Investment Philosophy page for more detail.  With East Bay’s stewardship or guidance over your strategy, you will be well-informed and insulated against financial risk.  With over 15 years in the investment industry working with some of the most respected academicians and practitioners in the world, our experience speaks for itself.  We are thankful for the opportunity to use this knowledge and experience to help others achieve their financial goals.  Please contact us for a no-cost, no-obligation consultation about customizing a plan for you.