Archer Bay Capital Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Archer Bay Capital is a small financial services firm based in Boston, offering personalized financial planning and investment management to individuals while applying institutional practices in a cost-efficient way. Founder Terri Campbell brings more than 25 years of portfolio management experience across pensions, banks, and a large insurance company. She is a Chartered Financial Analyst with an MBA from Cornell University, and her background includes overseeing a $4 billion stock fund and designing asset allocation strategies for multi-billion portfolios. It provides two core options: financial planning and investment recommendations for self-managed portfolios at a flat fee, or full-service investment management for a quarterly management fee. Clients include individuals seeking planning guidance or comprehensive investment oversight, with Archer Bay Capital aiming to translate institutional discipline to a personal finance context. Based in Boston, Massachusetts, the firm operates as a small team within the financial services landscape.

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