Investment Advisory
We believe that low-cost portfolios, diversified across asset classes and geographies, give you the best chance to grow your wealth long-term. Our process begins by accurately identifying your ideal timeline and risk tolerance. From there, we’ll develop an investment portfolio that aligns with your risk profile and financial goals. Finally, we actively monitor portfolio allocations and make adjustments when necessary, accounting for market dynamics and target weightings.
At Barrister we manage client’s assets using custom ETF model portfolios. For clients with portfolios of $250,000 or more, financial planning services are included at no additional cost.
Assets under management
Fees
$0 - $2,500,000
1.00%
$2,500,000 - $5,000,000
.85%
$5,000,000 - $7,500,000
.70%
$7,500,000 and above
.60%
Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.
Contact usHave a question? Please read our top investment advisory FAQ’s below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.
This service is designed to provide individuals and institutions with access to specially crafted custom risk-based model portfolios.
An investment advisor will choose the proper investment allocations and vehicles, giving you the best opportunity to achieve your financial goals. They will also help you avoid costly mistakes like trying to time the market and chasing hot investment trends.
We believe low-cost portfolios, diversified across asset classes and geographies, give you the best opportunities to achieve sustainable appreciation. We’ll identify your ability to take risks. Next, we will deploy your investments to a portfolio that matches your risk profile and aligns with your financial goals. We make adjustments when necessary, accounting for market dynamics and target weightings.
Anytime you invest, you take on a certain level of risk. Some of the top investment risks we see include purchasing power (inflation) risk, systemic (market) risk, interest rate risk, and exchange rate (currency) risk. It is always advisable to work with an investment specialist to ensure you are properly managing risk. At Barrister, we carefully advise all of our clients on risk management and device investment strategies to balance potential returns with potential losses. Contact us today to learn more about how Barrister can advise you on safer investing.