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
January 31, 2024

January 2024 – Quarterly Letter

January 31, 2024 The most pressing question for the market this year is whether the economy will experience a soft landing, a hard landing or no landing. A recession would...
Quarterly Letter
November 6, 2023

October 2023 – Quarterly Letter

November 6th, 2023 After peaking on July 31st, the stock market has pulled back in the face of headwinds caused by rising interest rates. Real yields, which are the nominal...
Quarterly Letter
August 8, 2023

July 2023 – Quarterly Letter

August 9, 2023 The stock market just completed its best performance through July in 26 years. The S&P 500 finished last month up 21% since the start of the year....

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