BAYVIEW INVESTMENT COUNSEL, INC

Overview

Bayview Investment Counsel, Inc. is a small, privately owned investment adviser that focuses on serving individuals and families with discretionary portfolio management and financial planning. The firm acts as a capital allocator, favoring listed equities as the primary investment sleeve while also using mutual funds and corporate debt to fill out fixed‑income and diversified exposures. Its business model combines fee‑based asset management (percentage of AUM and hourly charges) with the ability to implement commissionable products, supported by broker‑dealer and insurance company affiliations. Advisory services include portfolio management for individuals and small businesses, financial planning, and the selection of other advisers or subadvisors where specialist capabilities are needed. Bayview is not positioned as an ESG strategist, and it is not registered as a multi‑state or pension consultant adviser. The firm operates on a largely discretionary basis and typically builds portfolios around exchange‑traded equities as the core risk exposure.

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Location & Offices