Barrett Capital Management, LLC

Investment Philosophy

Barrett Capital Management, LLC believes that a methodical, systematic approach to investing, coupled with discipline, is vital to your investment success. The cornerstone of our approach is knowledge of you, our customer, as well as an extensive understanding of investments. We work with you to comprehend your investment objectives and maintain an open line of communication. We gain knowledge of investments through continuous intensive research at both a global economic level and an individual investment level.

The following are key components of our investment philosophy as it is applied:

  1. The interests of you, our client, always come first! A sound investment that does not suit your needs is not an appropriate investment.
  2. Diversification across asset classes and investment strategies increases our ability to create a well balanced portfolio tailored to your objectives.
  3. Expertise to evaluate and take advantage of non-traditional investments can provide access to unique and compelling investment opportunities.
  4. Every investment is researched before it is purchased, and then monitored continuously in an effort to ensure only the best possible investments are purchased and held. The investment process does not stop once a purchase is made for you.
  5. Investments are selected not solely based on historical performance, but also on our assessment of their ability to perform in the future.
  6. We make every effort to choose the right investments for you AND to make sure that you understand and are comfortable with your investments.