Bayview Investment Counsel, Inc

Overview

Bayview Investment Counsel, Inc. is a small, privately owned investment advisory corporation focused on serving individuals and families. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its compensation model includes a percentage-of-AUM fee, hourly charges, and commissions. Bayview is not positioned as an ESG-focused adviser, does not identify as a multi-state or newly formed adviser, and does not provide pension consulting. The firm lists industry affiliations with a broker-dealer and an insurance company, which aligns with its use of commission-based fee arrangements and certain insurance products in client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives