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East Bay Investment Solutions
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A Total Return Approach to Investing

Note: This is only a preview; East Bay clients have full access to the piece.

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How Do You Know It’s Time to Hire an OCIO?

When was  the last time you did something for yourself? Or spent quality time with family? It may be time to have a tough conversation if the answer is “not recently.” 

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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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