Bard Associates invests in small businesses, prioritizing capital allocation to create long-term value. Its philosophy emphasizes high investment returns, competitive advantages, and reinvestment opportunities, while considering pricing.
Al joined Bard Associates in 2018 as operations analyst, ensuring client portfolio data accuracy across internal systems and custodians. He also develops processes to improve efficiency and client service.
Jackie has over twenty years of experience in corporate America, including work with large companies. She joined Bard Associates seven years ago and holds an MBA. She assists clients with home purchases and vacations.
Bard Associates, a boutique wealth management firm in downtown Chicago, focuses on small, publicly traded companies. Since 1982, it has researched and invested in thousands of such businesses, targeting those with compelling products or services.
Chicago-based financial advisory and wealth management services for individuals and families seeking an investment-led strategy. Focused on small publicly traded companies since 1982.
