YOU & YOUR FAMILY
“Wealth is not his that has it, but his that enjoys it.”
– Benjamin Franklin
Little in life is more precious than our families. Those close personal relationships carry deep meaning for all of us. At Barnes & Company Investment Counsel, we honor and respect you and your family. A values-based, goal-oriented engagement begins with a deep understanding of your outlook and intentions and creates solutions tailored to assist you in achieving your objectives.
Our portfolio management style is decidedly long-term in nature, dynamic in its scope and a multi-phased effort beyond simply trading securities. Barnes & Company Investment Counsel focuses on you, so there is more time for you to do…
what matters most.
THE OFFERING
A discrete range of investment management services inclusive of and not limited to separately managed accounts, exchange traded funds, mutual funds and individual securities are available. Risk management profiling and needs-driven assessments identify wealth management solutions from the following list and more:
- Investment management
- Retirement planning
- Bespoke portfolio construction
- Wealth protection and transfer
- Charitable giving
THE CHARGE
Clients come referred and from a diverse group of individuals and scenarios, including:
- Executives and professionals
- Business owners
- Post liquidation lifestyles