Bay Colony Advisory Group, Inc. D/b/a Bay Colony Advisors

Investment Strategy

Bay Colony Advisors employs a comprehensive, client-focused approach to wealth management and investment advisory. Their strategy includes personalized financial planning, active investment management, and education tailored to individual client needs and values. The firm provides both discretionary and non-discretionary portfolio management, integrating a wide range of permissible investments such as equities, fixed income, ETFs, mutual funds, and alternative investments based on client objectives and risk tolerance. As a fiduciary, they prioritize mitigating conflicts of interest and acting in the best interests of their clients, including individuals, families, and retirement plans. Their investment philosophy emphasizes forward-thinking, clarity, and ongoing monitoring to help clients achieve long-term financial security.