After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial planning and institutional-quality money management to individuals in a cost effective way. With time-tested experience that includes managing a $4 billion stock fund, creating asset allocation strategies for multi-billion portfolios, and hiring and firing specialized money managers, our founder is a Chartered Financial Analyst (CFA) with an MBA from Cornell University who believes that money is a tool to support our goals and not the goal itself. Archer Bay Capital offers personalized financial and investment planning. You can choose between financial planning and investment recommendations for self-managed portfolios for a flat fee, or the option of full-service investment management services for a quarterly management fee. Visit our website at https://archerbaycapital.com/, or contact us to learn more.