Core values

Core Values and Business Principles

Client Focus

Being responsive to each of our clients’ needs and achieving each of their objectives is our number one priority.

Integrity

Honesty and integrity are the core values that guide all of our dealings with clients and impact the services we provide.  Bay Capital Advisors adheres to all applicable ethical rules and codes of conduct.

Confidentiality

Maintaining the confidentiality of the information that we receive from our clients is, and will always be, of paramount concern.

Excellence

We strive for excellence in everything we do, from the people we hire to the products and services we deliver.

Innovation

Bay Capital Advisors will constantly strive to pioneer new and unique business practices and technology platforms that create more value for our clients.

Professionalism

Bay Capital Advisors will provide each of our clients with a sophisticated level of service. We will bring best practices and the highest quality standards to the clients we serve.

Teamwork

Each member of the Bay Capital Advisors team supports these principles and is dedicated to the success of our clients and to working with them to achieve their business objectives.