Why Barnegat Bay Capital Management
Barnegat Bay Capital Management, LLC, founded in 1998, is a Registered Investment Adviser (RIA) serving private and institutional clients. Mary Coughlin, the founder and Managing Member, is a results-driven portfolio manager and Career Fiduciary.
Barnegat Bay has a very specific, client-directed mandate: Manage clients’ Total Portfolios, actively make Risk/Return decisions, and report results each quarter versus a relevant market benchmark. Mary helps clients achieve competitive returns within the parameters of their risk tolerance levels.
As a Career Fiduciary and Financial Adviser she makes one initial decision – what investments are in her client’s best interest? Not only is she ethically and legally obligated to do so, but it’s the only investment approach she has practiced in her 20+ years as a portfolio manager.
Mary has not earned one commission dollar in her career; she is compensated for her investment expertise, not her sales prowess. Mary is a fee-only RIA.
Barnegat Bay’s clients receive competitive fee-only, performance-based investment management - a rare option for individuals despite its being the historical norm for institutional investors.
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