Golden Bay Advisors LLC

Overview

Golden Bay Advisors LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm organizes client portfolios primarily around publicly managed pooled vehicles rather than concentrated single-stock strategies, and it charges clients on a percentage-of-assets and fixed-fee basis. Golden Bay does not position itself as an ESG-focused manager and operates with a predominantly discretionary mandate across its client base. Investment activity centers on mutual funds and other public funds as the primary building blocks; the firm complements those holdings with commodity exposure as its main alternative allocation. Portfolios are constructed to serve both high-net-worth individuals and institutional clients, with an emphasis on outsourced third-party fund managers rather than in-house capital allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices