Barrett Asset Management

Barrett Asset Management provides investment advisory and wealth management services to high-net-worth individuals and families, and foundations. Barrett manages over $1.7 billion in assets for its clients in equity, fixed income, and balanced portfolios. The firm also manages two mutual funds, one growth focused and the other, value as well as an enhanced income product. Employing fundamental analysis, the firm conducts its own in-house research to develop its investment products and customized portfolios for clients.