Barbara J. Bouchey Asset Management, Inc.

Overview

Barbara J. Bouchey Asset Management, Inc. is an independent, single-owner registered investment adviser focused on individuals and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The bulk of its work appears concentrated in non-discretionary relationships: filings list the firm’s entire reported asset base as non-discretionary, which means the adviser typically makes recommendations while clients retain final trading authority. Investment activity centers on public funds and mutual funds, which make up the vast majority of client assets, while the firm also uses third-party managers for alternative exposures. The firm does not identify as an active ESG investor and is not organized as a multi-state or pension consultant adviser. Barbara J. Bouchey is the individual owner and likely the primary decision-maker for client strategy and business direction.

Assets & Accounts

Investments & Alternatives

Location & Offices