Our Clients are Investors
At Barnegat Bay Capital Management you will be working with a portfolio manager. Your assets will be managed by a professional who has managed several billion dollars for high profile, globally prominent plan sponsors.
As a Registered Investment Advisor, we analyze each client’s portfolio and help each client become more aware of his or her total portfolio exposure. Clients use this information to make better investment decisions.
• Aggregate Portfolio Position. Your decision-making ability will be enhanced through comprehensive knowledge of the overall position of your portfolio. Beyond garnering selective information on your favorite stocks, mutual funds and hedge funds, you will have the tools to develop strategic insights to make better-informed decisions.
• Investment Objectives: Investment horizon and risk tolerance level. You will have evaluated both to confirm they fit with your current portfolio.
• Asset Allocation. Barnegat Bay will help you make asset allocation decisions and establish an asset mix that fits with your risk tolerance levels.
• Fees. Barnegat Bay will apprise you of the fees on your mutual funds or other investments, many of which are not apparent and may excessively reduce returns.
• Investment Objectives: Confirmation managers are meeting your objectives. Barnegat Bay will help you determine whether existing investments placed with professional money managers fit with your aggregate portfolio strategy as well as within your horizon and risk tolerance levels.
• Qualified Purchasers Alternatives. We analyze, through rigorous due diligence and quarterly evaluations, Hedge Fund managers who could enhance returns, while possibly reducing risk exposure for Qualified Purchasers.
• Performance. You will know how well your portfolio has performed versus the market and any other relevant benchmarks.
If your assets are managed by Barnegat Bay you will spend less time reviewing your investments and receive consolidated information with summary updates from a seasoned professional who is:- evaluating your position
- analyzing changes in the global economy, technical and political factors, and other structural and cyclical factors that affect your investments
- managing your portfolio