Barrett Asset Management, LLC

Enhancing Our Clients’ Wealth For This Generation And The Next Customized Investment Management Since 1937 For 75 years, we have helped high-net-worth individuals, families and institutions cultivate their wealth through long-term client relationships that are the hallmark of our firm. We have successfully managed our clients' assets through many economic cycles and from one generation to the next since our founding in 1937. Barrett managers are experienced, dedicated investment professionals with a solid understanding of financial markets and investing. What sets us apart, however, is our ability to solve the specific challenges that face our clients. We value the importance of each client and look forward to building lasting relationships. Client Oriented Objective Investment Counsel We offer each client an unbiased decision making process, full fiduciary responsibility, and the support of our entire firm. Our decisions are guided by the highest ethical and professional standards, providing each client with a responsive relationship based on personal knowledge, trust and investment expertise. Independence Barrett Asset Management is independently owned and managed by the principals of the firm solely for the purpose of offering investment management services. We are free from the numerous conflicts of interest inherent in many larger organizations. Our collegial culture coupled with the spirit, camaraderie and character of our organization means that we enjoy working with one another just as we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, differentiate us from the competition. PHILOSOPHY Our sole mission is to help our clients meet their investment objectives by providing consistent investment results that should outpace inflation, preserve capital, and achieve long-term investment objectives. Many of our clients have trusted us with their portfolios for multiple generations over several decades. It is our experience that getting to know clients takes time as mutual trust develops. This is why we control the number of client relationships each Barrett investment professional is involved with, and it is also why we work so hard to retain our professional staff. Since our fees are based solely on the value of client investments, our interests are directly aligned with those of our clients. Each client receives personalized care, investment options, and expert counsel from our team of professionals. APPROACH Understanding the client Through a series of conversations with our clients we are able to gain essential insight into their particular hopes, needs, and concerns that, in turn, determines their individual investment profile. We review client assets and liabilities, ascertain income needs, if any, calibrate the tolerance for market volatility, then set goals and expectations. The benefits of individually managed accounts We manage each relationship and portfolio on an individualized basis. In contrast to pooled assets, separately managed accounts provide greater flexibility with respect to customizing investments to fit each client's goals, achieving efficient tax management, and responding to changes in their financial situation and lifestyle. We are able to create investment strategies that reflect our clients' values, as well as their current and future needs. Excellent Client Service Our entire organization is devoted to our clients' success. It is imperative that our portfolio managers have direct contact with clients in order to understand their specific needs. Barrett has a long-tenured group of professionals focused on solving client issues, such as cash flow planning, transferring wealth, and achieving philanthropic goals. Barrett portfolio managers work directly with our clients to fully explain how their portfolios are invested and why. We work closely with our clients' other professional advisors, such as attorneys and accountants, to facilitate a coordinated wealth management approach. Additionally, we monitor our custodians to insure that all accounts are accurately reconciled.

Address: 90 Park Avenue, New York, NY 10016, USA

Phone: +1 212 983 5080
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