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Our 
Story

Get to Know Us

Bowhay Investments, LLC has been providing independent investment advice since 2010. We are located in beautiful Moraga, California, a town in Contra Costa County, in the San Francisco Bay Area.

 

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

 

We pay attention to the details and design financial plans tailored to each individual client and we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we are committed to delivering our best advice to help you get there.

WE ARE FIDUCIARIES

All representatives providing investment advice through a registered investment advisor are held to a fiduciary standard.  A fiduciary is held to the highest standard of care and a fiduciary must place your interests first. Most investors, after learning that Advisors are fiduciaries and brokers and insurance agents are not, opt to utilize an investment Advisor for their financial service needs.  At Bowhay Investments, we take our fiduciary role very seriously, placing the interests of our clients in front of our own.

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