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barrettasset.com

Barrett Asset Management

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. Client Oriented Objective Investment Counsel. Our collegial culture coupled wi...

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CONTACTS AT BARRETTASSET.COM

Barrett Asset Management, LLC.

90 Pa●●●●●venue

New●●●ork , NY, 10016

US

1.21●●●●5080
Bo●●●●●●●●●@gmail.com

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Barrett Asset Management, LLC.

Barrett Asset Management, LLC.

90 Pa●●●●●venue

New●●●ork , NY, 10016

US

1.21●●●●5080
do●●●●●●@bscny.com

View this contact

Business Systems Consulting

Dotsikas, Michael

40 As●●●●●ircle

Man●●●lle , NY, 11949

US

1.63●●●●5450
do●●●●●●@bscny.com

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Barrett Asset Management | barrettasset.com Reviews
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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. Client Oriented Objective Investment Counsel. Our collegial culture coupled wi...
<META>
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1 heritage
2 philosophy
3 approach
4 investment management
5 professionals
6 commentary and news
7 website disclosures
8 client login
9 independence
10 90 park avenue
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Barrett Asset Management | barrettasset.com Reviews

https://barrettasset.com

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. Client Oriented Objective Investment Counsel. Our collegial culture coupled wi...

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barrettasset.com barrettasset.com
1

Barrett Asset Management

http://www.barrettasset.com/professionals/overview.html

John D. Barrett II, Chairman. Peter H. Shriver, CFA, CEO. Robert J. Milnamow, President and Chief Investment Officer. Christine Stuttig, Treasurer and Chief Operating Officer. Madeleine Morreale, Chief Compliance Officer. John D. Barrett II, Chairman. Peter H. Shriver, CFA, CEO. Robert J. Milnamow, President and Chief Investment Officer. E Wells Beck, CFA, Director of Research and Managing Director. Christina Bater, CFP, Managing Director. Owen Gilmore, CFA, Research Associate. Robert Youngman, Consultant.

2

Barrett Asset Management

http://www.barrettasset.com/heritage.html

Today the firm is owned and managed by its principals, who average 30 years of experience in the investment management field. Our investment professionals are jointly responsible for economic and security analysis, portfolio management, financial planning and client contact. 2012 Barrett Asset Management, LLC. New York, NY 10016.

3

Barrett Asset Management

http://www.barrettasset.com/philosophy.html

Experienced Investment Professionals Building Long Term Relationships. 2012 Barrett Asset Management, LLC. New York, NY 10016.

4

Barrett Asset Management

http://www.barrettasset.com/approach.html

Investing To Match A Client's Specific Financial Needs And Risk Tolerance. 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. 2012 Barrett Asset Management, LLC.

5

Barrett Asset Management

http://www.barrettasset.com/commentary_and_news.html

Investment Outlook Third Quarter 2016. Investment Outlook Second Quarter 2016. Investment Outlook First Quarter 2016. Investment Outlook Fourth Quarter 2015. Market Update - August 31, 2015. Investment Outlook Third Quarter 2015. Investment Outlook Second Quarter 2015. Investment Outlook First Quarter 2015. Stop Thief Freeze – Protecting Yourself from Identity Theft. 2013 Tax Law Summary. FA's 2015 RIA Ranking – July 2015. FT300 Award – July 2015. Wealth and Money Management Awards – July 2015.

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Barrett Asset Management

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. Client Oriented Objective Investment Counsel. Our collegial culture coupled wi...

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