Built on a Foundation of Integrity and Trust
At CalBay Investments, Inc. (CBI), we hold ourselves to the same high standards our clients expect from a leading wealth management firm. Since 1990, we have focused on developed longstanding client relationships built on integrity, trust and mutual respect. Many of our clients have been members of the CBI family for more than 20 years and we are pleased to welcome future generations now joining the CBI family.
Discover Why Generations of Clients Choose CBI
CBI delivers on the promise to provide you with comprehensive strategies that are customized to help address your financial needs, goals and desires, ensuring your interests always come first across all aspects of life and legacy planning.
As a client of CBI you will enjoy objective advice, guidance and dedicated service delivered by professionals who take the time to get to know you and who care about you and your family. These are the hallmarks of the CBI total wealth management experience.
CBI has no allegiance to any particular investment company or corporate bureaucracy; therefore we are able to give clients objective advice so that they may make an informed decision.
Our Independence is Your Advantage
At CBI, we recognize the importance of our responsibility to provide you with prudent investment management and objective advice. As independent advisors we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.
Since we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives, we spend our time developing customized strategies for the unique challenges you face.
We work with LPL Financial, the nation’s largest independent broker/dealer,* for a broad range of operational and custodian services. LPL Financial offers one of the industry’s largest open-architecture, nonproprietary investment platforms enabling firms like ours to focus on providing you with the objective financial guidance, sophisticated investment strategies and personal service you seek from your advisors.
* As reported in Financial Planning magazine 1996-2021, based on total revenues.
