A complete list of active advisors currently associated with Barrett Capital Partners
Warmer can help you find a great advisor at Barrett Capital Partners or one who fits your needs even better.
Barrett Capital Partners works with individual investors, employer-sponsored retirement plans and trusts, providing both discretionary and non-discretionary investment management, financial planning and pension consulting. The firm manages roughly $45 million in client assets across about 104 client relationships and serves a mix of retail and high-net-worth individuals. The firm’s investment process relies on fundamental analysis for individual equities and uses a diversified mix of stocks, ETFs, mutual funds, bonds and cash equivalents, with investment authority implemented through client-specific Investment Policy Statements. Accounts are monitored on an ongoing basis with at least annual reviews, and the firm recommends a qualified custodian (Interactive Brokers) for trade execution while charging advisory fees on an asset-based basis and billing planning work on a project or hourly basis. Noteworthy aspects include that a firm principal also operates an affiliated CPA practice and is licensed to sell life insurance and annuity products; the brochure discloses that insurance sales may generate commissions and the firm has policies to address resulting conflicts of interest. The combination of investment management, pension consulting, and close ties to both accounting and insurance services is less common among similarly supported firms and may shape how referrals, disclosures and potential conflicts are managed.
To learn more about the advisors currently working at Barrett Capital Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Weymouth, MA
| 6
| |
Weymouth, MA
| 27
|
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