A complete list of active advisors currently associated with Denny, Barry T.

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Denny, Barry T. is a sole-proprietor registered investment adviser that provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. Accounts are established and tailored using a Portfolio Parameters worksheet that documents time horizon, risk tolerance, asset allocation and any account restrictions. The firm follows a conservative, fundamentally driven (Graham–Dodd) investment approach focused on U.S.-registered stocks and investment-grade bonds, with a preference for individually selected securities and utilities as income-producing core holdings. Speculative instruments and strategies—futures, options, commodities, shorting, market timing and day trading—are excluded, and the adviser generally avoids bond funds and certain sectors (for example, financials, retail clothing and restaurants) for transparency and quality reasons. Noteworthy aspects include the principal’s long background as a senior trust officer and a small, hands-on discretionary practice managing roughly $11 million across about 25 client accounts, with weekly security monitoring, monthly client commentary and annual portfolio reports. The firm applies strict brokerage-selection criteria (NYSE membership, 25+ years in business, detailed client reporting and no soft-dollar benefits), places client orders before personal trades, and forwards proposed fee calculations to clients and their broker-dealers for review prior to collection.

To learn more about the advisors currently working at Denny, Barry T., 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.