Wilton, CT Office

Barton Investment Management provides discretionary portfolio management and investment advisory services to individuals, high net worth individuals, ERISA retirement plans, charitable organizations, trusts, estates and other business entities. The firm offers continuous supervisory portfolio management, portfolio monitoring services, and serves as a model provider for Envestnet’s Third-Party Separately Managed Account Models Program.

Barton’s investment approach is fundamentally driven and focused, concentrating typical managed portfolios in ten to fifteen holdings and placing emphasis on understanding company-level economics and meaningful founder or management ownership. The firm describes itself as a long-term investor with a median holding period of more than three years and a preference for tax-efficient outcomes through deferred gains and dividend/long-term capital return components.

Reporting roughly $985 million in discretionary assets managed by a six-advisor team, Barton operates with a comparatively large asset base per advisor relative to many peer team firms. Its agreement to publish models for Envestnet and its concentrated, founder-led investment orientation are notable distinctions versus peers that run broader, higher-turnover strategies.