Half Moon Bay, CA Office

Barry Investment Advisors provides wealth management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, offering both discretionary and non-discretionary portfolio management as well as stand‑alone financial planning engagements. The firm typically applies a $1,000,000 portfolio minimum but may accept smaller relationships under specified criteria and can advise on assets held in insurance products or employer-sponsored plans.

The firm describes its investment approach as Balanced Global Value, combining equities, fixed income and cash with domestic and international exposure and an equity selection process grounded in a Graham and Dodd value discipline. Asset allocation decisions are informed by comparisons of current market valuations to historical averages (for example, S&P 500 P/E and long-term Treasury rates), and security selection uses a proprietary screen of roughly 60,000 global companies focused on financial strength and value metrics.

Two features that are less common among similarly sized advisory teams are noteworthy: Barry Investment Advisors is the sponsor and manager of its own wrap fee program, and it maintains nine offices while managing approximately $847 million in client assets with an eight‑advisor team. The firm also works with major custodians and related platform supports, and discloses the conflicts associated with wrap arrangements and custodial benefits in its adviser disclosures.