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Barden Capital Management, Inc.

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Barden Capital Management, Inc.

Overview:

Providing Clients with Reliable, Consistent & Rational Investment Advice
What we offer you

We attempt to deliver consistent performance and reduce risk through diversification into various asset classes and market segments, factoring in taxes, inflation, the ever-changing markets, and your personal financial needs and desires. Clients receive statements they can understand, a year-end tax package, online access to their account information, our quarterly investment newsletter, systematic deposit and withdrawal capability.

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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