Bard Associates, Inc.

Bard Associates, Inc. is a boutique, investment-led wealth management firm headquartered in Chicago, Illinois. Founded in 1982, the firm specializes in identifying and investing in small, publicly traded companies that demonstrate high returns on invested capital and possess durable competitive advantages. Bard Associates employs a long-term, buy-and-hold investment strategy, focusing on companies with compelling products or services that have the potential to become significant market leaders. The firm conducts extensive primary research, including meetings with management teams, financial analysis, and industry due diligence, to inform its investment decisions.

The firm's investment approach is rooted in fundamental value creation, seeking to invest in great businesses at attractive prices. Bard Associates manages assets across the risk spectrum, segmenting portfolios into aggressive and defensive positions to meet clients' needs. Aggressive positions typically involve common stocks, while defensive positions may include Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and preferred stocks. The firm emphasizes patience and independent thinking, constructing diversified portfolios tailored to client objectives across various stages of company development, including early stage, growth, late stage, pre-IPO, and buyout opportunities.

Bard Associates serves a diverse client base, including individuals, families, financial professionals, and institutions. The firm requires a minimum of $500,000 in assets per family under management, though exceptions may apply. Clients benefit from personalized financial planning and investment management services, with a focus on integrity, expertise, and long-term relationships. The firm's team comprises investment professionals dedicated to providing comprehensive financial solutions and serving as trusted advisors to help clients achieve their financial goals.