Archer Bay Capital - Boston, Massachusetts

Dan D.

As the son of Depression-era parents, my "investment" strategy can only be defined by one word: fearful. It has consisted of not carrying any debt and squirreling away money in FDIC accounts, frequently paying zero interest. While I have known for 20+ years that this strategy does not maintain the purchasing power of money due to inflation and taxes, I was incapable of overcoming my fear. I had resigned myself to accept the pain of a slow erosion of the value of my savings vs. the rapid losses that can occur with investments in the stock market. My state of mind changed after I met Terri Campbell. Terri not only is a highly skilled investment manager, she understands people and is a great listener. She took the time to understand my fears and the goals my wife and I have and crafted an investment plan designed to allow me to sleep at night knowing that we have a rational plan for the long term preservation of the purchasing power of our assets. Every investor has their own fears and goals. What sets Terri apart from other investment managers with whom I have worked is that she is an artisan, not a mechanic. She does not have a one-size fits all investment strategy. She takes the time to understand the client needs and then provides the client with a carefully designed investment strategy to meet those needs. I highly recommend Terri and her firm, Archer Bay Capital, as an adviser.

Scott L.

I don’t give praise lightly, but I unreservedly recommend Archer Bay and Terri Campbell as an investment advisor.

Her training and background gives her a broad understanding of the geopolitical and economic issues that impact the markets. Terri brings big fund management skills to our portfolio.

She is a serious data-hound with a passion for tracking relevant historical and current financial data.

Terri understands the psychology of her clients, and that of the markets at large.

Just as important is her clarity in explaining her deep understandings in a way that matches every sensibility.

In planning ahead I have heard her say “…when a downturn comes, here’s what we should do… and here’s how that’s going to feel..”, preparing us not only for the action, but the emotion that will come with it. She has been spot-on every time.

In response to a concern from the news cycle she will say something like: “I understand the concern, but let’s look at what happened in Japan in 1995 and here is why that’s relevant”. Giving us some basis in history for the situation at hand.

As an engineer and CEO, I needed a spreadsheet model for retirement and developed one. When we first engaged with Archer Bay, Terri took the time to understand my spreadsheet and to tell me how I could make it more accurate rather than dismiss it and run her own models as other advisors have done.

My wife's emotional relationship to investing demands a different approach, with acknowledgment and reassurance. Terri has a great skill here too. We have told other investment advisors that we would rather be getting a root-canal than reviewing our portfolio. Now, we look forward to our reviews with Terri.

Finally, the value of our investments has grown more in the two years since engaging Archer Bay than it had in the prior decade. Without hidden fees and kickbacks that most advisors get from investment “products”, Archer Bay’s costs are clear and most reasonable.

If you have the opportunity to work with Archer Bay, do so.

Scott C. Lewis
Chairman, CEO Roundtable

Charise V.

I was explained in great detail, step by step how to properly invest and save . It started off with doing a detailed budget , and projection of my needs across my lifespan . I was also taught how to invest in ETF's and save money by not investing in funds with large expense ratios .
My investor , Terri, is making my money work hard for me instead of getting kickbacks like my other old investment companies received. I have saved thousands of dollars by not paying high fees for funds ( approximately $10,000 this year ) by going with Archer Bay Capital, and not being gauged with hidden fees I was never aware that existed . I pay much less for management of my portfolio than the typical 1% that is charged , and there are no hidden fees in the funds I have .
My portfolio is also performing very well and I am making more money than I ever had in the past . They are available to answer any questions I have .
I also enjoy the app and the blogs as well ,they are a nice bonus . I am well taken care of instead of being taken advantage of like I was in the past with other investment companies .
Archer Bay Capital is unique because it is an investment company that educates its clients how to invest in a way that makes their portfolio work to maximize the client 's return . I can't emphasize enough how ethical and helpful Archer Bay Capital is as an investment company . I hope they become the model that all other investment companies follow in the near future .