Who We Are
Barrantagh Investment Management Inc. provides disciplined portfolio management to individual and institutional investors. The firm is committed to a high level of client service provided directly by its experienced partners.
We are dedicated to preserving our client’s capital while generating growth through consistent application of our value-based fundamental investment philosophy.
Our approach has delivered above-average investment returns while incurring below-average levels of investment risk.
What We Do
We manage portfolios on a segregated basis for a wide range of clients including:
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Individuals who recognize the need for professional investment management.
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Owner-managers monetizing their business interests.
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Corporate executives and professionals planning for retirement.
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Family foundations that need personal, professional investment advice and assistance with succession planning.
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Trusts and estates requiring a dedicated portfolio manager.
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Defined benefit pension plans requiring customized investment portfolios to meet their objectives.
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Charitable foundations and endowments with specific investment needs and income generation requirements.
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How You Benefit
We work with our clients to achieve their investment objectives using our own fully independent investment research and analysis. Because the firm is entirely owned by our professional staff it is able to maintain a completely independent and objective perspective.
We remain true to our proven investment approach at all times, filtering out short-term excesses and investment fads. Each client receives the personal attention of a Barrantagh partner. As a result, our clients can expect:
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Customized portfolios to meet their unique investment needs
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Open communication with Barrantagh’s senior professionals
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Consistent investment decisions based on a time-tested value philosophy
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Diversified portfolios with below-average risk
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Low portfolio turnover – reduced trading costs (and, for taxable accounts, greater tax efficiency)
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No surprises!
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