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Who can benefit most by investing with Barrett Asset Management?

We serve a diverse clientele including individuals, families, entrepreneurs, professionals, non-profit organizations and smaller institutions. Many of our clients are:

  • Successful professionals who are too busy to effectively manage their investments.
  • Individuals who have previously tried to manage their own funds with mixed results.
  • Individuals going through a transition in their life that requires reevaluation of investment objectives.
  • Retirees looking for prudent management of their capital along with a dependable income stream.
  • Individuals and families with significant wealth seeking preservation of capital, income and planning for future generations.
  • Smaller institutions looking for sound investment guidance and unparalleled service.

We would welcome the opportunity to meet with you in person to discuss how we can help you achieve your financial goals.

Barrett Asset Management, LLC
90 Park Avenue, New York, NY 10016
(212) 983-5080
inquiry@barrettasset.com
www.barrettasset.com

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Barrett Asset Management LLC is an investment adviser, registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.