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 investment supervisory services, occasional financial planning, and one-time portfolio reviews to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm manages client assets on both a discretionary and non-discretionary basis and documents client investment parameters, risk tolerance, and objectives as part of its engagement process. As a fiduciary, the firm tailors portfolios to individual goals and time horizons and uses a mix of fundamental, charting, and cyclical analysis to inform long- and short-term purchase decisions. It primarily allocates among exchange-traded funds, no-load mutual funds, and individual equity and debt securities, and maintains ongoing quarterly portfolio reviews and written Client Appraisals prepared and reviewed by the firm’s sole professional investment manager. Compared with many peers, the firm combines a small, single-manager structure with an institutional investment background and offers services that go beyond standard portfolio management, including occasional comprehensive financial plans, client portfolio workshops or educational seminars, and the ability to advise on private placements and hedge fund investments. The brochure also notes operational features such as fee-only billing, the use of a recommended custodian (with software support), regular quarterly and monthly reporting, and the practice of clients receiving proxy materials directly rather than the adviser voting securities.

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.