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
August 2, 2020

July 2020 – Quarterly Letter

July 30, 2020 It seems like the pandemic is as much a threat today as it has ever been, but the market appears willing to believe that we will get...
Quarterly Letter
May 1, 2020

April 2020 – Quarterly Letter

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Quarterly Letter
January 1, 2020

January 2020 – Quarterly Letter

February 5th, 2020 Everything worked last year. International stocks, U.S. based stocks, and fixed income all achieved substantial returns in 2019. Our clients’ stock allocations grew more than 25% last...

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