Complete Transparency

It’s critical to us and to you that you know exactly how your accounts are being managed and the fees you are being charged. Each Golden Bay client is given access to their own cloud-based client portal: a user-friendly, performance reporting website, updated daily, showing closing values, performance information over multiple periods, purchases and sales, and any cash flows. All Golden Bay client assets are invested in publicly-traded securities, allowing clients to separately research their investments. Each quarter, an invoice is posted to the client portal showing the investment management fee charged for that quarter and how that fee was calculated.