Barnett & Company was founded
in 1983 by Warren M. Barnett, CFA. After working
for financial institutions that served thousands
and treated customers more as numbers than individuals,
Mr. Barnett recognized the need for a boutique
investment management firm that could provide
a more select clientele with highly personalized
service.
Individual attention to clients remains our
primary focus to this day. Each portfolio we
construct is designed around the needs of the
individual who is investing and around the investments
that are optimal for those needs.
Independent Investment
Counsel
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Investment Philosophy
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Investment Goals
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Portfolio Management
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Client Communications
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