Client Case Studies
Below are some examples of how East Bay works with advisors and other entities:
Chief Investment Strategiest of Turnkey Asset Management Platform (TAMP): In collaboration with XY Planning Network, East Bay manages model portfolios and supports fee-only financial planners on XY Investment Solutions
Cost Reduction / Replacement of TAMP: A $40MM Alabama-based RIA had been using a costly Turnkey Asset Management Platform. They are now engaged with East Bay for full-service Outsourced CIO services and replaced the trading and operational aspects of the former provider. Their anticipated annual cost savings is over $100,000.
Consultant to Planning Firm: East Bay is on retainer with multiple RIAs focused on holistic financial planning. We consult on portfolio creation and maintenance, manager due diligence, evaluation of alternatives, and performance reporting, among many other ad hoc projects as needed.
Subadvisor+: East Bay manages model portfolios and advises on trading using iRebal for a South Carolina RIA. We assisted in the formation of the RIA, the lift-out from its prior insurance-based environment, and regularly provide in-person support for prospect and client meetings.
Virtual Partner to Fast-Grower: East Bay has provided consulting services for a California-based RIA on the topics of portfolio creation, due diligence, exchange-traded funds, and practice management. This RIA is in growth-by-acquisition mode, and believes that having multiple CFA Charterholders on the investment committee makes them an attractive option for advisors moving their book.
Portfolio Project Manager: $140MM TN-based RIA enlisted East Bay for a one-time portfolio management “clean up” project in advance of implementing a new trading and portfolio reporting package. That project resulted in additional work together, including client education events and deep evaluation of customized client strategies.
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