Experienced Investment Professionals Building Long Term Relationships

 

PHILOSOPHY

Our sole mission is to help our clients meet their investment objectives by providing consistent investment results that should outpace inflation, preserve capital, and achieve long-term investment objectives. Many of our clients have trusted us with their portfolios for multiple generations over several decades. It is our experience that getting to know clients takes time as mutual trust develops. This is why we control the number of client relationships each Barrett investment professional is involved with, and it is also why we work so hard to retain our professional staff. Since our fees are based solely on the value of client investments, our interests are directly aligned with those of our clients. Each client receives personalized care, investment options, and expert counsel from our team of professionals.