Since 1990, CalBay Investments (CBI) has been focused on developing longstanding client relationships built on integrity, trust and mutual respect. Many of our clients have been members of the CBI family for more than 15 years, as we serve their needs and act in their best interest at all times. CBI has consistently been recognized as a leading wealth management firm by prominent publications including the San Francisco Business Times. 2011-2012, Awards based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.
CBI delivers on the promise to provide comprehensive strategies customized to your financial goals, needs and desires. As independent advisors, our focus is on providing you with prudent investment management and unbiased advice. This provides you with the confidence you seek to pursue financial success on your terms. We spend our time developing customized solutions for the unique challenges you face without conflicts of interest.
For a list of state in which we are registered to do business, please visit our website at
Michael Allard is a Registered Representative with and securities are offered through LPL Financial. Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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