Fiduciary
Always Acts in the Client’s Best Interest. Your portfolio is managed by a professional who has practiced fiduciary responsibility for over 20 years. Mary is legally and ethically held to a higher standard, offering prudent investment advice and acting in your best interest.
Professional Investor
For nearly twenty years Mary Coughlin managed clients’ assets up to $10 billion. Your assets will be managed by a professional who has managed several billion dollars at major institutions including two of the world’s largest and most widely respected Wall Street investment banks, including Morgan Stanley Asset Management.
Fee Only
Mary Coughlin earns No Commissions of Any Kind. Ever.
She does not sell, and has never sold, securities, mutual funds, insurance, or any other “financial product” for commission compensation.
Rare Investment Model
Your portfolio will be managed by a seasoned portfolio manager who performs due diligence with a “top down” approach generally only available to large institutional investors. Mary evaluates a client’s net worth by performing a complete investment analysis, reviewing liquidity needs and risk tolerance levels, before recommending asset allocation and risk management strategies.
Meet Mary
Mary Coughlin founded Barnegat Bay Capital Management, LLC in 1998 following a career managing several billion dollars in institutional global fixed income and currency portfolios, as well as mutual funds. She formed her own firm in order to offer institutional caliber investment expertise and opportunities to private investors and institutions.
We help individuals achieve their retirement goals using competitive portfolio management strategies
At Barnegat Bay, your portfolio will be invested beased on advice grounded in independent, unbiased reccomendations resulting from this analysis of your portfolio and risk parameters. Each decision Mary makes when allocating your assets is driven by your investment guidelines. Mary has no other incentive for making recommendations.
Barnegat Bay will manage your disparate accounts in the aggregate as institutional investors do. Many investors have more than one 401k, IRA, & brokerage account and they rarely get aggregate information from their “wealth manager,” “financial advisor” broker or planner. With Barnegat Bay, you will.
What Can a Million Dollars Buy You?
Succeeding at Business Succession
