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
May 5, 2023

April 2023 – Quarterly Letter

May 11, 2023 Investors have experienced a challenging few months despite the low level of market volatility. The collapse of Silicon Valley Bank has had a domino effect on smaller,...
Quarterly Letter
January 31, 2023

January 2023 – Quarterly Letter

January 31, 2023 It seems that we’ve passed an inflection point. Interest rates have peaked for the time being. Stocks and bonds are slowly recovering from their lows last fall....
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...

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