Outsourced Investment Services

East Bay Financial Services can be YOUR dedicated Investment Department.  Our services read like a job description for Chief Investment Officer, but are customizable for each situation and relationship, which is why we prefer the title “Collaborative Investment Officer.”

RIAs can leverage our experience, credentials, and hands-on approach to improve their clients’ experience, lighten their workload, and speed up the growth of their practice.

Read about some examples of our work here on our Client Case Studies page.