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 3, 2021

October 2021 – Quarterly Letter

November 3rd, 2021 Market performance over the last three months was a bit choppy. After peaking at 4,536, the S&P 500 fell to 4,300 before recovering to new all-time highs....
Quarterly Letter
September 13, 2021

July 2021 – Quarterly Letter

July 28th, 2021 The market continues to recover from the pandemic-induced slowdown. Earnings for U.S. companies are coming in much stronger than expected. Earnings estimates for 2021 are about 10...
Quarterly Letter
April 30, 2021

April 2021 – Quarterly Letter

April 30, 2021 So far, so good. The recovery that began in earnest last September continues to gain traction. Vaccinations are happening faster than anyone anticipated. The Federal Reserve is...

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