Bayview Investment Counsel, Inc

Bayview Investment Counsel serves individuals, trusts, estates, charitable organizations, and small business entities, including high‑net‑worth and other individual clients, through discretionary portfolio management and investment counseling. The firm primarily advises on equity securities, exchange traded funds, and mutual funds, and also provides periodic non‑continuous advice for retirement plan accounts.

Bayview’s investment process blends fundamental, technical, and cyclical analysis and may employ both long‑term and short‑term trading strategies; the firm monitors discretionary accounts on an ongoing basis and repositions portfolios as market conditions or client circumstances change. Managed accounts are generally run on a discretionary basis, while non‑discretionary advice and planning are available on an hourly basis.

The firm’s brochure discloses several features that are uncommon among peers: associated persons are registered representatives of a broker‑dealer (International Money Management Group, Inc.) and licensed insurance agents, they share offices and staff with that affiliated broker‑dealer/insurance entity, and those individuals may receive commission‑based compensation and insurance commissions in addition to advisory fees—arrangements the firm identifies as potential conflicts of interest. The brochure also notes the firm or its affiliates were involved in reportable events over the past 30 years, while stating there is no reportable material disciplinary information within the last 10 years.