Since 1937, Barrett has been putting its clients first - working to help each of them achieve their goals and aspirations. Barrett is an investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client's objectives for income and growth through suitable asset allocation and individual investment selections. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients' needs and are jointly responsible for portfolio management, wealth planning and client contact.
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