Bayshore Global Management
Private client services
Investment solutions

Invest with intention.

Explore investment options designed around different objectives, time horizons and levels of market exposure. Select the approach that best aligns with your circumstances and goals.

Explore options Client access
Structured choices
Market-based investing
Choose your approach

Investment options, clearly defined.

Different strategies can serve different objectives. Review the characteristics, risks and requirements before selecting an investment.

01 Available option

Core

A foundational investment approach designed for investors seeking broad market participation with a long-term orientation.

What it means: The Core approach is intended to provide a straightforward foundation for a portfolio, with emphasis on long-term participation rather than short-term market timing.

Objective Long-term growth
Horizon Long term
Approach Broad market exposure
Risk Market risk
May suit investors seeking a relatively straightforward long-term approach and who can tolerate normal market fluctuations.
Market risk applies
02 Available option

Growth

A growth-oriented approach for investors comfortable accepting greater market exposure in pursuit of long-term capital growth.

What it means: The Growth approach places greater emphasis on assets and strategies that may provide stronger growth potential while also experiencing larger changes in value over time.

Objective Capital growth
Horizon Long term
Approach Greater market exposure
Risk Higher market risk
May suit investors with a longer time horizon who can accept greater volatility and the possibility of larger temporary losses.
Higher market risk
03 Available option

Diversified

A diversified approach combining multiple asset exposures to help reduce concentration within a portfolio.

What it means: Diversification spreads exposure across different assets or market segments rather than relying heavily on one source of return.

Objective Diversification
Horizon Flexible
Approach Multiple exposures
Risk Market risk
May suit investors who value spreading exposure across different market areas rather than relying on a single investment category.
Market risk applies

The options shown above are illustrative until their final investment mandates, eligibility requirements, fees, risks and terms are configured. Investment values can rise or fall and investors may lose some or all of their invested capital.

Before you invest

The right choice starts with you.

An investment should reflect your circumstances, not simply a target number. Consider the factors that shape how much risk and market movement you can reasonably accept.

01

Objective

Define what you are investing for and what you want your capital to accomplish.

02

Time horizon

Consider when you may need access to your capital and how long you can remain invested.

03

Risk tolerance

Understand how comfortable you are with fluctuations and the possibility of losing invested capital.

04

Liquidity

Consider how readily you may need to access your funds and whether restrictions could affect your plans.

Investment principle

There is no single investment approach that is appropriate for everyone. Review the relevant information and risks before making an investment decision.

Your next step

Ready to explore your options?

Create your Bayshore account to begin the registration process and review the information relevant to your investment objectives, experience and circumstances.

Create your account Client Login

Investing involves risk, including possible loss of principal. Investment availability, eligibility, fees, terms and conditions depend on the applicable investment offering and investor circumstances.