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CEO's Welcome

Welcome to Bay Colony Advisory Group. Since the firm's founding 17 years ago, Bay Colony has helped investors pursue long-term investment success. Bay Colony Advisors fosters an environment of creativity, integrity, and respect amongst our own staff and with our clients. Our corporate philosophy is to support your visions and aspirations; understand your needs and expectations; and meet your goals, budgets and timelines. The fiduciary approach we follow permeates every aspect of what we do for our clients, their families, and future generations. Bay Colony Advisors client-focused philosophy provides a fiduciary standard for its clients, ensuring that the needs and goals of the client are clearly identified prior to making any investment recommendations.

Bay Colony Advisors, founded by John Ohl, has built a talented team of investment professionals. Bringing a special combination of talents and knowledge, James Catacchio, the firm's Chief Operations Officer and Pamela Bakos, a Managing Principal of Business Development, Deb Phipps Vice President of Communications and Operations have joined with John as the four Senior Principals of the firm. They all share a commitment to putting their belief in a disciplined, fundamentally driven investment philosophy and process into practice for clients interested in preservation of capital and wealth accumulation. Their common approach has allowed Bay Colony Advisors to achieve success by providing clients a consistent world-class level of financial services. The managing partners share years of experience managing the assets of affluent families, and have developed proprietary investment and wealth management systems that are able to address the complexity of affluence. Our principals are rooted in a culture comprised of fresh thinking, personal attention and deep enduring trust. Our portfolio managers years of industry experience, reflecting a career commitment to our long-term approach. As we look to the future, we will continue to add investment professionals to our team who share our philosophy and can add depth and breadth to the investment process.

Our registered representatives are all independent advisors whose sole concern is to serve the individual needs of their personal clients, unlike traditional firms that are often aligned with a broker dealer, bank or insurance company where “captive” brokers promote in-house products and objectives. Bay Colony Advisory Group, Inc., is 100% independently owned, and therefore not affiliated with any company that may put shareholders or third-party interest above the interests of the client. The firm provides first-class services with full transparency and dedication.

86 Baker Avenue Extension, Suite 310 | Concord, MA 01742 | 800.320.1912