Planning

Investment Strategies

• Investment Strategies
• » Mutual Fund MMP
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Investing is a Process, Not an Event

We offer a wide array of investment strategies that includes both model portfolios and customized solutions. Your target portfolio will be selected based on answers you give to our risk questionnaire, stated goals and objectives, financial profile, time frame and other important criteria.

At Bay City, we focus on implementing an individual plan for prosperity that can weather the storms and participate in market recoveries and market successes. We do not "chase returns" or pretend to know the future. Instead, we use our resources and knowledge to learn from history, analyze the present and prepare for the future. A long-term investment approach that is flexible and can accommodate short-term changes is key for financial success. "Long-term investing" means ten years or more.

Our investment vehicles include stocks, exchange traded funds (ETFs), mutual funds and bonds. Of these, we primarily utilize mutual funds, which are "pools" of investments that may include stocks, bonds, real estate and other asset classes.