HERITAGE

In 1937, our firm's founder, C. Redington Barrett, realized that no one investment strategy worked for all investors and sought to create a firm dedicated to meeting clients' individual investment needs. He set the standards by which Barrett professionals build portfolios today - through diligent research and analysis according to each client's requirements. Today we continue the tradition that emphasizes matching the clients' stated goals with carefully considered and objective security and market analysis. In our commitment to meeting the financial needs of high-net-worth families and institutions, we work closely with our clients to determine and clarify their objectives. We then tailor each investment portfolio to meet the specific requirements for income and capital appreciation through a suitable asset allocation. Although much has changed in the global economy and financial markets since 1937, the emphasis on tailoring individual portfolios to specific risks and objectives remains a timeless feature of our firm's philosophy.

Today the firm is owned and managed by its principals, who average 30 years of experience in the investment management field. Our investment professionals are jointly responsible for economic and security analysis, portfolio management, financial planning and client contact.

Barrett Asset Management constructs investment portfolios for a variety of clients, including high net-worth individuals and families, trusts, retirement funds, and charitable organizations. The company has an international clientele, with over a billion dollars under management.