Barrett Asset Management, LLC - United States of America
Most Client-focused Managing Director of the Year - New York, and Best HNWI-focused Investment Advisory Firm of the Year - New York
For more than 75 years, Barrett Asset Management, LLC has helped high-net-worth individuals, families, foundations, corporations, and offshore investors cultivate their wealth through long-term relationships that are the hallmark of the firm. Providing investment advisory and wealth management services, Barrett has successfully managed clients' assets through many economic cycles and from one generation to the next since its founding in 1937.
Barrett Asset Management is best known for unbiased, independent, internally produced research to create customized portfolios to meet the unique needs of high-net-worth clients.
Barrett Asset Management creates investment strategies that reflect clients' values and goals while achieving efficient tax management and responding to changes in their financial situation and lifestyle.
Barrett Asset Management’s holistic wealth management approach also allows the firm to assist clients during periods of transition with college planning, retirement income planning and projections, review of estate plans and insurance policies, debt management and elder-care advisement. Providing advice and guidance to women in transition, post-divorce or widowhood, is one of their core competencies. Additionally, Barrett Asset Management is well versed in philanthropic advisement, tax planning and inter-generational wealth transfer.
The firm manages over $1.5 billion in assets for its clients in equity, fixed income, and balanced portfolios. Barrett Asset Management is independently owned and managed by the principals of the firm and is based in New York City.