The Baytree Capital Associates LLC Investment Bank & Advisory

Money talks. We can translate for you.

When it comes to finance, Baytree Capital offers expert wealth management advice that will increase the potential to maximize growth for any individual or business. Our expertise translates into smart financial decisions for you.

Baytree Capital is a collection of experienced and driven industry professionals who bring their clients the gold standard and quality of financial advice.

We pride ourselves on delivering the very best service to our clients and using our expertise to offer customized advice. We take the time to build a strong relationship with our clients and to understand their needs, which allows us to provide intuitive and advantageous client-focused service.

When you work with Baytree Capital, you can rest assure that your finances will be in good hands. We will be able to help you identify your goals, set an overall financial plan and to balance the amount of risk in your investments. Our advisors take into consideration the bigger picture of your finances, including your cash flow, insurance, debt, retirement goals and your will and estate planning needs. With skill and years of experience, they will be able to examine your particular financial situation and determine exactly what you need to do to manage your finances better and to grow your wealth. The advice you will receive will be suited to your situation, offering you an insight into how you can expand and grow.


Why Baytree Capital

In an increasingly complex financial arena we provide clients with comprehensive, clear advice and guidance on a full range of solutions.

At Baytree Capital we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs.

As a company we were formed on the basis of one fundamental value, Service. Our high standards of client care backed by award winning office technology and dedicated support staff ensures you will receive an ongoing personal service that will allow you to adapt to meet your ever changing financial circumstances and take advantage of opportunities as they arise. Our commitment to meeting your financial goals is a long term one; we tailor our services and solutions according to your needs and aim to ensure the arrangements we put in place are flexible and can adapt to your changing circumstances, goals and priorities. We are driven by what is important and relevant to you.

We attribute our success to the Three pillars around which all aspects of our business have been based. By remaining focused on these three pillars, we strive to deliver the highest level of service to all our clients.

Our advisers have no economic interest in recommending one institution over another, concentrating on suitability of advice. Decisions will only be based on the best interests of our clients and we are not tied to any platform or product provider.

The service we deliver to our clients is at the heart of everything we do. Thanks to our business model being built around our clients, we understand the need to deliver the highest level of customer service.

With the bespoke nature of many of our products and our investment in cutting edge technology our focus on traditional client servicing values is enhanced by the use of modern day techniques. This client-centric approach ensures that the products and services we recommend are tailored to meet every client’s personal requirements – be it for investment advice, trust and wealth planning or finding solutions to complex issues.

Whilst the service we offer is based around traditional values; we employ the latest thinking in helping you achieve your long term goals.


Our Investment Approach

Asset Allocation
How you deploy investment capital across asset classes is one of the most important determinants of investment results over time. Strategic and tactical asset allocation is a central element of our investment advice and guidance.

We believe that diversification across global asset classes, investment styles, sectors and industry groups is fundamental to long term wealth creation and portfolio risk management.

Tactical Shifts
On occasion we may guide you in making some tactical changes to your portfolio. Tactical asset allocation is designed to capitalize on short term market deviations by overweighting or underweighting certain asset classes relative to associated benchmarks.

Our Relationship With You Is Highly Personalized and Proactive
We are not a mass market retail type wealth management operation; we maintain a high ratio of professional staff to clients. We meet regularly with each client to review investment performance, portfolio rebalancing and current strategy to plan for their future needs. We tailor day to day private banking services including credit facilities, secure web based bill payment services and individual client preferences.