Treasury Management Solutions

Select and Evaluate Investment Managers

TMS has forged a strategic relationship with the premier consulting firm in Northern California for selecting and evaluating investment managers:

 Bridgebay Financial, Inc.

President Linda Ruiz-Zaiko has worked tirelessly over the past fifteen years to optimize client investment returns by carefully screening and evaluating management firms, and then tracking and comparing manager performance after a new manager has been placed.  Bridgebay offers a wide variety of services to enhance and measure corporate cash and 401K returns.  Visit Bridgebay’s website at to learn more about this excellent company.

Don’t be fooled by those who will try to offer you services such as investment policy development, manager selection or evaluation, and performance measurement without the appropriate licenses as required by the Investment Company Act of 1940  (Most consultants in this area do not even realize they must be licensed to provide these services!)  Trust your investment funds to a company with a proven track record and excellent references


Contact Us:

Jeanne Castro Schmidt, President (925) 846-9251

Fax (925) 485-3561


Treasury Management Solutions, 5207 Crestline Way, Pleasanton, CA 94566