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
July 12, 2018

July 2018 – Quarterly Letter

July 12, 2018 2018 has been a bit of a grind. Through June 30th, the S&P 500 is up less than 2%. The global stock index is up less than...
Quarterly Letter
April 17, 2018

April 2018 – Quarterly Letter

April 30th, 2018   It appears that the recent period of low volatility and steady gains has ended. Investor psychology quickly shifted from highly optimistic to highly anxious. Worries about...
Quarterly Letter
February 21, 2018

January 2018 – Quarterly Letter

February 5th, 2018   This is not normal. It’s not that returns are excessively positive. A 20% return year is not unusual. What is unique is the consistency of this...

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