A complete list of active advisors currently associated with Barrington Asset Management, Inc.

Warmer can help you find a great advisor at Barrington Asset Management, Inc. or one who fits your needs even better.

Barrington Asset Management is a team-based registered investment adviser with five advisors managing roughly $55.2 million for about 43 clients, primarily high‑net‑worth individuals as well as pension plans and other pooled or institutional clients. The firm provides discretionary portfolio management through model-driven programs and custom mandates, with investments that can include individual equities, ETFs, mutual funds, bonds, stock options and occasional private placements. The firm combines bottom‑up fundamental research with top‑down macroeconomic and tactical asset‑allocation analysis, using model portfolios (Managed Equity, Asset Allocation, Enterprise, Capital Preservation Plus) overseen by an investment committee and designated portfolio managers. Holdings and tactics can span long‑term positions, shorter‑term trades, options, margin and short sales, and accounts are monitored on an ongoing basis with most client relationships managed on a discretionary basis. Noteworthy distinctions include an affiliation with a broker‑dealer, Barrington Research Associates, and the firm’s reliance on proprietary and third‑party research from that affiliate—relationships the brochure identifies as creating potential conflicts of interest. Barrington also serves as adviser and sponsor to an affiliated private limited partnership, Barrington Opportunity Fund, LP, which pursues a long/short small‑ and micro‑cap strategy, and the ADV discloses a recent SEC order accepting a settlement related to historical trade allocation practices.

To learn more about the advisors currently working at Barrington Asset Management, Inc., 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.