The Table Bay Story

For investors who jumped into the market in the 1990s, making money seemed to be a sure thing. The S&P 500® grew by an average of 21.3% per year from 1995 to 2000 and people began to talk about the “New Economy” and “Day Trading.”

As investment professionals were warning clients about unrealistic expectations and irrational exuberance, clients were talking about how it would be different this time.

The bear market of 2001 to 2002, along with the events of September 11, 2001, were the first shocks for investors who then had to ask themselves what, if anything, they should be doing. The first decade of the new century would prove to be the “Decade from Hell,” as Time Magazine called it, with the market meltdown from September of 2008 through 2009 bringing the decade to a close on the precipice of disaster.

In 2000, Table Bay Financial Network, Inc. was formed as the U.S. distribution arm for Old Mutual Insurance Company. In 2005, Table Bay Financial Network, Inc. embarked on a vision to have the most renowned, most professional and most profitable Field Marketing Organization in the industry.

Tremendous strides have been made toward building the Premier FMO in America. Our mission is to help America’s superior financial advisors meet the needs and challenges that their clients have in facing the American retirement crisis. We do so by providing cutting-edge, innovative marketing platforms, superior brand differentiation, unsurpassed training and an outstanding anti-traditional sales system.

There has never been a better time to be in financial sales nor a more challenging one. As we proceed into the second decade of the 21st century, traditional ways of generating business are no longer effective and we need to completely transform the way financial services are delivered to the public.

Many of our competitors will continue to persist with what we consider to be their questionable product offerings, recruiting techniques and inducements. Table Bay Financial Network, Inc. is dedicated to conducting itself with Pride, Professionalism and Performance.

Today, Table Bay Financial Network, Inc. remains fully committed to delivering what advisors need to dominate the local marketplace.