About
Many of the world's brokerage firms have a similar approach to investment and wealth management, but when it comes to service and research facilities, standards can vary significantly.With East Bay Trading, you'll find our approach is a trait that allows us stand out from the crowd. It's not so much what we do, but how we do it. Our approach to investment services is client-focused which refers to our in depth understanding of our clients' needs and circumstances, which facilitates the constant optimization of their bespoke investment strategy, in order to achieve their pre-defined financial objectives.
Our primary aim is to help our clients generate capital growth or income – or both from their investment portfolio, and we do it in a way that protects the real value of their assets against the potentially negative effects of inflation and an economic downturn.
At East Bay Trading we're investment specialists with over $7 billion under management, but we are also people. So as well as benefiting from our wealth of experience and expertise at finding suitable assets for your portfolio, you'll also find us approachable and accessible.
Some investors prefer to leave the management of their portfolio up to us, but for many clients, regular portfolio performance updates provide reassurance that their investments are in the right hands.
We endeavor to provide investment solutions tailored to your requirements, so whether you want to protect the value of certain assets and assure an ongoing income, or re-align your portfolio in order to achieve capital growth – East Bay Trading is here to assist you.
At East Bay Trading, we offer a range of solutions to mitigate portfolio risk according to your risk tolerance and objectives. Our experience and research shows that protecting and growing assets concurrently in a controlled manner is usually the primary objective.