Welcome to BlackBay GroupThe Easiest Way For Investment

The BlackBay Difference

Clients of The BlackBay group are able to invest comfortably knowing that all decisions regarding their financial investments are being made based on profitable investment strategies dating back to the 1920’s
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OUR CUSTODIANS

A financial custodian is a company that has physical possession of your financial
assets. It's often a brokerage, commercial bank, or other type of institution that
holds your money and investments for convenience and security.

Profunds

ProFunds provides a wide range of investment strategies

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Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services

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Rydex

Three decades financial advisors and consumers have chosen to work with us due to our dedication to fiduciary-friendly life insurance

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BlackBay Capital Advisors

BlackBay Capital Advisors, LLC offers investment advisory services which encompass various investment objectives from conservative to aggressive, allowing the client to define specific objectives that meet his/her personal investment goals

We offer two distinct services to our clients

  • In discussions with the client, we establish certain investment goals consistent with the client’s personal situation and with his/her tolerance for risk. We then construct an appropriate portfolio, and monitor that portfolio on a continual basis. That portfolio can consist of stocks, bonds, mutual funds, ETFs”s, and Cryptocurrency.
  • Mutual Fund/ETF Investment services: BlackBay Capital Advisors employs a market timing strategy for Mutual Funds/ETF’s using strict technical market analysis as taught by the Wyckoff Principles. Our goal is to produce long-term competitive results with a reduction in both risk and downside market volatility.
Investment Supervisory Service

INVESTMENT SUPERVISORY SERVICE

We open client accounts in their name at the custodian such as Charles Schwab & Company, Inc.. This allows us to do no-load mutual funds as well as discount stock commissions. You will also receive monthly statements, trade confirmations, and other communications regarding your account from the custodian. All clients give us limited power-of-attorney, so we are able to execute trades on their behalf. Our trading and recommendations are in accordance with their Investment Policy and Objective Setting Questionnaire, which we complete for each individual client.
In the majority of clients cases, we adhere to the following sliding fee-schedule:
1% annually – For the first $100,000 in assets
3/4% annually -For $100,000 to $250,000
1/2% annually – Assets over $250,000
Investment Policy and Objective Setting Questionnaire
Blended ETF Strategy

BLENDED ETF INVESTMENT STRATEGY

We open a client’s accounts in their name at Charles Schwab & Company. You will receive monthly statements, trade confirmations, and other communications regarding your account from Charles Schwab. Charles Schwab will also email our clients, every time a transaction has taken place in a clients account. This convenience allows clients to easily stay abreast of their accounts performance. All clients give us limited power-of-attorney, so we are able to execute trades on their behalf, as well as bill our fees. Our trading and recommendations are in accordance with their ETF Profile and Suitability Questionnaire, which we complete for each individual client.
The following is our fee schedule.
2.0% Annually
ETF Profile and Suitability Questionnaire
Blended Mutual Fund Strategy

BLENDED MUTUAL FUND STRATEGY

We open client accounts in their name at the custodian of their choice. The custodians offer our clients taxable accounts, IRA accounts, as well as no-load annuities (which allow us numerous exchanges from their various mutual fund choices at no charge, as well as not generating a taxable event everytime we do an exchange). You will also receive monthly statements, trade confirmations, and other communications regarding your account from the custodian you have chosen. In most cases, the custodian even emails our clients, every time a transaction has occured in the clients account. This convenience allows clients to easily stay abreast of their accounts performance. All clients give us limited power-of-attorney, so we are able to execute trades on their behalf, as well as bill our fees. Our trading and recommendations are in accordance with their Mutual Fund Timing Profile and Suitability Questionnaire, which we complete for each individual client.
The following is our fee schedule:
2.0% – 3.0% Annually on first $1,000,000
Negotiable over $1,000,000
Mutual Fund Timing Profile and Suitability Questionnaire
Crypto Investment Supervisory

CRYPTO INVESTMENT SUPERVISORY

Client hereby retains the Adviser and the Adviser hereby agrees to provide investment
management services with respect to certain assets of the Client (the “Portfolio”) in accordance with the terms and conditions hereinafter set forth. Throughout the term of this agreement, the Adviser shall only enter trades for client, as that is all a “Trading” API allows. Advisor does not have access to withdraw/transfer coins or monies from any exchange.
Crypto Investment Supervisory

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Get answer to common questions about The BlackBay Group

How much are the commissions at Charles Schwab for stock trades?

$0 commission on online trades.

Does BlackBay Capital Advisors have custody of any clients assets?

No we do not, as all assets are held by Charles Schwab, Profunds, or Guggenheim.

Should you add Cryptocurrencies to your portfolio?

It has been shown that adding a small weighting of let’s say 1-3% could have dramatically helped your overall portfolio risk/reward.

Do you have access/ability to withdraw crypto/cash from my Crypto account?

No, we only have access through a trading API, so we can only trade/view/manage.

Why should I use a fee based Registered Investment Advisor?

When paying fees instead of commissions, you can rest assured that the advice you are getting is in your best interest.  You and your advisor are on the same side of the table.

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