Moss Bay Capital is a Value-Based, Research Driven, Investment Firm that seeks to deliver market beating returns through a rigorous and robust research process.
137 7th Ave West, Suite 201 Kirkland, WA, USA
Who We Are
Moss Bay Capital LLC is a Washington registered investment advisor.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Moss Bay Capital LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Advisory services are offered through Moss Bay Capital LLC; an investment advisor firm domiciled in the State of Washington. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
**Information found on this website is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. All investors should consult with a qualified tax or legal professional prior to making any investment decision. Neither Moss Bay Capital LLC, nor the named Investment Advisor Representative offers tax or legal advice.**