The Barden Promise

Providing Clients with Reliable,

Consistent & Rational Investment Advice

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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.

Recent Quarterly Updates

Quarterly Letter
November 1, 2022

October 2022 – Quarterly Letter

October 28, 2022 The term “bear market” is commonly used once prices decline 20% from their peak. The three types of bear markets are event driven, structural, and cyclical. The...
Quarterly Letter
August 1, 2022

July 2022 – Quarterly Letter

July 28, 2022 There was no place to hide during the second quarter of this year. Everything was down including International, value, growth, fixed income, and crypto currencies. The primary...
Quarterly Letter
May 2, 2022

April 2022 – Quarterly Letter

May 2nd, 2022 After three straight years of double digit returns for stocks, the S&P 500 is off to its fifth worst start in history. The low for the year...

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