BAIS ENTERPRISE
People seek prudent, competent, and effective investment service. We aspire to deliver on all counts
FINANCIAL PLANNING
Our team creates diversified investment portfolios designed to achieve defined investment goals.
We carefully evaluate unique circumstances of each client and develop a customized investment strategy that reflects appropriate risk tolerance and return requirements.
We collect market intelligence from various sources and conduct diligent internal analysis in order to enhance the quality of our service and provide our clients with what we believe to be appropriate advice for their given situation.
CONSULTING
At BAIS Enterprise, we provide corporate clients with consultations regarding cash management, risk hedging, and expansion strategies.
Our team members have extensive experience in investment research, business strategy, and capital management. They have previously worked for leading global investment firms such as Goldman Sachs, Merrill Lynch, and Babson Capital Management LLC.
ASSET MANAGEMENT
BAIS Enterprise provides active capital management services to its high net worth
and corporate clients.
Additionally, we are in the process of establishing a single strategy active management business, with a planned launch of two investment funds.
Both funds will invest in public securities, with a focus on US corporate equities and credit.