January 2025 – Quarterly Letter
February 3rd, 2025 Review of 2024 and Outlook for 2025 Previous Prediction: The S&P 500 will be at 5,500 at the end of 2024. The S&P 500 began 2024...
Enhanced Tax Management
Private investment portfolios allow for greater flexibility in tax management than mutual funds. Investors have the ability to delay realization of investment gains or losses depending on tax consequences.
Lower Portfolio Costs
Our management expenses are lower than the average mutual fund. Private accounts differ from mutual funds, which combine investor assets into one common portfolio. The account holder owns individual stocks, which allows for a personally tailored investment.
Goal-based Asset Management
To help determine an appropriate asset allocation for your portfolio, we will use software to analyze your current financial position relative to your long-term priorities. This allows us to customize our investment allocation recommendations.
Extensive Research
We rely on extensive proprietary and external research resources. Our equity selection process has been honed over 14yrs of institutional money management.
Founded in 2006
Barden Capital offers personalized investment management
Our solutions are tailored to each client's specific situations and goals. Our client's interests always comes first.