Our Methodology

CalBay Investments, Inc. (CBI) is experienced in retirement and income planning providing you with clear financial strategies that seek to help you sustain the lifestyle you desire and the financial goals you define.

Our goal is to deliver honest and comprehensive services tailored to your personal needs through an experienced team, broad resources, independent research, technology and non-proprietary product offerings.

Accolades & Media Recognition

barrons

Named to Barron’s 2018- 2024, "America's Top 1,200 Advisors: State-by-State" list*

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top-financial-advisors

Michael D. Allard/CalBay Investments listed as one of 2019's " FT 400 Top Financial Advisors" **

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Michael Allard of CalBay Investments named to “Forbes Best-in-State Wealth Advisors” 2021- 2024***

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Clark Geranen on BNN Bloomberg

Clark Geranen on BNN Bloomberg discussing Hurricane Milton and Homebuilders

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* Barron's “America’s Top 1,200 Financial Advisors: State-by-State” list is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work (2018-2024)

** The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

***The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.(2021-2024)


 

Michael Allard - 2023 LPL Financial Executive Council1

1 Based on 2022 Production and achieved by less than 0.05% of LPL advisors. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com

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