A complete list of active advisors currently associated with Barnegat Bay Capital Management LLC

Warmer can help you find a great advisor at Barnegat Bay Capital Management LLC or one who fits your needs even better.

Barnegat Bay Capital Management provides ongoing investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, and certain corporate and institutional clients. The firm offers both discretionary and non-discretionary portfolio management and periodically conducts free educational seminars and workshops for prospective clients and community groups. Investment strategies are developed around each client's risk tolerance, time horizon and investment parameters, using a mix of fundamental, charting and cyclical analysis. Portfolios are generally implemented with exchange-traded funds, no-load mutual funds and individual equity and debt securities, and accounts receive ongoing monitoring and regular quarterly portfolio reviews. Compared with many solo independent advisers, the firm’s client base notably includes charitable and institutional entities and it provides advice on private placement limited partnerships and hedge-fund investments. The sole investment professional draws on prior institutional fixed-income management experience, and the firm operates on a fee-only, asset-based advisory model while offering group educational presentations.

To learn more about the advisors currently working at Barnegat Bay Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mary Coughlin	Brant Beach, NJ	21

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