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 * Start Here
 * About
 * Services
 * Client Area
 * Insights & Blog
 * Client Center
 * Contact
 * Let’s Talk!


 * Start Here
 * About
 * Services
 * Client Area
 * Insights & Blog
 * Client Center
 * Contact
 * Let’s Talk!

Let's Talk
 * Start Here
 * About
 * Services
 * Client Area
 * Insights & Blog
 * Client Center
 * Contact
 * Let’s Talk!


 * Start Here
 * About
 * Services
 * Client Area
 * Insights & Blog
 * Client Center
 * Contact
 * Let’s Talk!

Let's Talk!


OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SOLUTIONS


FOR PLANNING AND RELATIONSHIP-FOCUSED FINANCIAL ADVISORS


TOGETHER WE ARE STRONGER

Let's Talk!


Take the First Step: Discover How an OCIO Can Transform Your Business

 * Quick and Insightful: A simple yet powerful quiz to evaluate your readiness
   for OCIO.
 * Tailored for Financial Advisors: Specifically designed for professionals in
   the financial advisory sector.
 * Gain Clarity: Understand how outsourcing investment responsibilities could
   free up your time and enhance your client services.



Take The Quiz

We understand the availability of time, resources, and expertise is limited to
dive deeply into all areas required to fully service your clients while also
focusing on efforts necessary to grow your firm.

As your Outsourced CIO, you can put your focus where it matters most:


PROVIDING EXCEPTIONAL SERVICE FOR CLIENT RETENTION AND ACQUISITION


EAST BAY WORKS PRIMARILY WITH PLANNING-FOCUSED FINANCIAL ADVISORY PRACTICES TO
CREATE COST-EFFECTIVE, CUSTOMIZABLE INVESTMENT MANAGEMENT SOLUTIONS.

As trustworthy advocates of our clients, we focus on investment services
including in-depth analysis, portfolio construction, and manager due diligence
to support your fiduciary duty to clients.  Maintaining this singular focus, we
serve as your ‘go-to’ resource for new investment ideas, opportunities, and
recommendations.

We are proactive, yet also responsive to your specific needs – equipping you
with greater knowledge, expanded capabilities, and more time.  As a result, you
are positioned to be more flexible and responsive to your clients’ needs.

As a Registered Investment Advisor (RIA) ourselves, we are beholden to providing
prudent investment advice, acting in the best interests of you and your clients

Learn about our service


WE BELIEVE THERE IS STRENGTH IN NUMBERS...

Our partners each have over 20 years of industry experience, many of which have
been spent serving and supporting advisors. This level of expertise has its
advantages, but it can be cost prohibitive to staff in-house.

We expand your team’s capabilities and resources in a cost-effective way, saving
your firm both money and time – two resources essential for increasing your
productivity growth.  Also, our relationships afford us the opportunity to
collect and suggest best practices to maximize your firm’s potential.

Learn more about us



WE SUPPORT THE OVERALL GROWTH AND PROSPERITY OF YOUR FIRM

Let's Talk!
DISCLAIMER
There are no warranties implied. East Bay Investment Solutions (“East Bay”) is a
registered investment adviser with its primary office located in Charleston,
South Carolina. East Bay may only transact business in those states in which it
is registered, or qualifies for an exemption or exclusion from registration
requirements. East Bay’s web site is limited to the dissemination of general
information pertaining to its advisory services, together with access to
additional investment-related information, publications, and links. Accordingly,
the publication of East Bay’s web site on the Internet should not be construed
by any consumer and/or prospective client as East Bay’s solicitation to effect,
or attempt to effect transactions in securities, or the rendering of
personalized investment advice for compensation, over the Internet. Any
subsequent, direct communication by East Bay with a prospective client shall be
conducted by a representative that is either registered or qualifies for an
exemption or exclusion from registration in the state where the prospective
client resides. For information pertaining to the registration status of East
Bay, please contact the state securities regulators for those states in which
East Bay maintains a registration filing. A copy of East Bay’s current written
disclosure statement discussing East Bay’s business operations, services, and
fees is available at the SEC’s investment adviser public information website –
www.adviserinfo.sec.gov or from East Bay upon written request. East Bay does not
make any representations or warranties as to the accuracy, timeliness,
suitability, completeness, or relevance of any information prepared by any
unaffiliated third party, whether linked to East Bay’s web site or incorporated
herein, and takes no responsibility therefor. All such information is provided
solely for convenience purposes only and all users thereof should be guided
accordingly. This website and information are provided for guidance and
information purposes only.  Investments involve risk and unless otherwise
stated, are not guaranteed.  Be sure to first consult with a qualified financial
adviser and/or tax professional before implementing any strategy.  This website
and information are not intended to provide investment, tax, or legal advice.
The firm’s regulatory disclosures can be found by clicking here. We respect the
privacy of our clients’ personal information. Please click here to read our
Privacy Policy.


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