MONTEREY BAY ASSET MANAGEMENT LLC

Overview

Monterey Bay Asset Management LLC is an independent, owner-operated registered investment adviser that concentrates its client portfolios on publicly traded equities while supplementing exposures with select mutual funds and alternative allocations. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services, and it operates on a fee basis that includes a percentage-of-AUM component plus other fee arrangements. Investment activity centers on liquid equity instruments as the core allocation, with manager relationships used for non-core alternative exposures. The firm identifies equities as its primary preference and structures portfolios to deliver discretionary management for a relatively small, high-touch client base. Monterey Bay Asset Management LLC is not an active ESG investor and does not present itself as a multi-state or affiliated adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices