A complete list of active advisors currently associated with Barrett Capital Management,LLC

Warmer can help you find a great advisor at Barrett Capital Management,LLC or one who fits your needs even better.

Barrett Capital Management provides fee-based asset management to individuals (including high‑net‑worth clients), trusts, corporations, and charitable organizations through both discretionary and non‑discretionary portfolio management. The firm charges percentage‑of‑assets fees and maintains a stated account minimum, reflecting a focus on relatively larger client relationships rather than high-volume retail service. The firm’s investment process emphasizes diversification across major asset classes, periodic rebalancing, and an Investment Policy Statement informed by client risk‑tolerance questionnaires and ongoing portfolio reviews. All managed accounts incorporate the firm’s proprietary Global AI™ methodology — an artificial‑intelligence and machine‑learning driven quantitative overlay used alongside fundamental, technical, quantitative, and qualitative manager research to inform asset‑allocation decisions. Compared with many peers, Barrett Capital highlights a narrower service scope focused on investment management rather than comprehensive financial planning or commissioned products; it does not provide estate, tax, or insurance planning and does not sell annuities or insurance. The firm also supports uncommon offerings for its size, including management of 529 plan assets and discretionary oversight of held‑away defined‑contribution participant accounts via a third‑party platform that preserves client custody.

To learn more about the advisors currently working at Barrett Capital Management,LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.