Planning
Custom
Customized Portfolios
Bay City Financial Services may also build customized portfolios for select clients. We recognize that every person is different, and each may have special requirements in order to meet individual goals. We will leverage our financial planning background, investment research and expertise to build an investment portfolio for you. Some specialized portfolios include:
» Tax-Efficient Portfolios
» Socially-Conscious Investing ("Green" Portfolios)
» Income & Growth Portfolios
» Fixed-Income Portfolios
» Alternative Investments
» Third-Party Money Managers
» Global Reach Portfolios