Bronxville, NY Office

Barak Asset Management provides investment advisory and portfolio management services to a mix of individuals (including high‑net‑worth clients), pension plans, foundations, government/municipal clients, private funds, and corporations. Offerings include portfolio construction and ongoing management, retirement account management, liability‑driven and tax‑managed strategies, investment due diligence, and periodic performance reporting.

The firm typically begins by developing an Investment Policy Statement and implements discretionary portfolios using a global‑core asset allocation, with ESG screening and a core income emphasis that prioritizes historically consistent dividends. Portfolios are tailored to client objectives and restrictions, monitored at least monthly, and may include public securities, variable annuities, or private‑equity positions with the attendant liquidity and market risks.

Noteworthy for a firm of its size, Barak conducts educational financial workshops for individuals, corporations, and organizations and its principal is also a licensed life and health insurance agent offering Medicare and supplemental products — activities that are relatively uncommon among peers and can involve separate insurance compensation. The firm also provides fixed‑fee consulting, financial negotiation/mediation with government agencies for small businesses, and works with third‑party administrators to establish custodial accounts when clients require them.