Barnett & Co Inc

Barnett & Company is a small advisory firm that serves individual and high-net-worth clients, charitable organizations, and other registered investment advisers. Its services include discretionary wealth and asset management, written financial planning engagements, and education-only support for employer-sponsored retirement plans such as participant financial‑wellness programs and asset-class workshops.

The firm uses a fundamental research process—screening financial statements, evaluating management and competitive advantages—to build portfolios intended for long-term appreciation or income. It manages both customized accounts and standardized model portfolios through its Griffon Strategies program (Value, Growth, Income), implementing model-level decisions across accounts while allowing reasonable client-specific restrictions.

Distinctive features include acting as a sub-adviser to unaffiliated advisers through the Griffon separately managed account program while also offering those model strategies to direct clients, including some with smaller account balances. The firm’s Form ADV also discloses an atypical financing practice—funding operations in part by deferring dividends on previously issued preferred shares—which is a financial disclosure prospective clients may want to review.