Money for living, not living for money
At Archer Bay Capital, our mission is to provide high-quality financial advice to individuals, private businesses, and non-profits. We believe in the importance of personalized financial planning and transparent investment strategies. As a fiduciary firm, our clients' interests always come first.
Our Team
Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team includes Terri Z. Campbell, CFA, our founder and managing principal, who has over 25 years of experience in the investment industry. Terri earned an MBA from Cornell University and a BA from The Ohio State University. She is a Chartered Financial Analyst and has served on the Board of the Big Sister Association of Greater Boston for more than 10 years.
Our Services
We offer two primary services: Financial Planning and Full-Service Investment Management. Our financial planning services provide personalized investment plans that are tailored to our clients' unique goals. For a flat fee, we will work together to create a plan that includes specific investment recommendations and guidance on how to self-manage the plan.
Our full-service investment management services provide ongoing monitoring and consultation throughout the year. For a quarterly fee, we will provide full-service investment management, including ongoing monitoring of your portfolio and guidance on your financial needs. We use Fidelity Investments as our preferred custodian.
Partnership with Integrated Advisors Network
Archer Bay Capital is part of a consortium of RIAs registered with Integrated Advisors Network (IAN). This partnership gives us access to deep expertise in compliance, operations, and the mutual support of a nationwide network of high-quality advisors. Collectively, we manage over $1.5 billion in assets.
Opportunities for Financial Advisors
We also offer an opportunity for financial advisors to join our team as independent advisors. This allows financial advisors to maintain their own client relationships while utilizing our proprietary financial planning tools, investment guidance, and trading capabilities. We offer a revenue-sharing compensation structure and strive to keep overall costs low, sharing the savings with our advisors and their clients.
Contact Us
If you have any questions or would like to learn more about our services, please do not hesitate to contact us.
Exceptional Investment Advisory Services
Archer Bay Capital offers exceptional investment advisory services, as evident from the glowing reviews from prominent individuals. Terri Campbell, the investment advisor, stands out for her exceptional understanding of the markets, data-driven approach, and ability to explain complex concepts in a clear and concise manner.
Dedication to Client Needs
Terri's dedication to understanding her clients' needs is remarkable. She takes the time to comprehend each client's goals, fears, and emotions, and crafts personalized investment plans to meet those needs. Her empathetic approach sets her apart from other investment advisors.
Transparency and Reasonable Fees
Archer Bay Capital is committed to transparency, offering clear and reasonable fees with no hidden charges or kickbacks. This approach helps clients save thousands of dollars in fees and achieve better portfolio performance.
Outstanding Performance
The performance of clients' portfolios under Terri's guidance is impressive, with one client even saving over $10,000 in a single year. Another client's portfolio has grown more in two years under Terri's management than in the prior decade.
Unparalleled Convenience
Archer Bay Capital's investment management services are available through their convenient app and informative blog. Clients enjoy exceptional support and access to regular portfolio reviews and updates.