You have worked hard to achieve your financial security.
We work hard to preserve what you have earned while growing your capital to meet your financial objectives. We understand that every client comes to us with different goals, so we work with you to customize a portfolio that will meet your personal investment objectives. We provide our private client services to individuals and families with at least $1 million in assets.
Developing a Wealth Management Strategy
- Introductory meeting
- Assessment of risk tolerance
- Income needs & time horizon
- Identify special circumstances
- Determine investment goals
- Create client profile
- Customize a mix of stocks/bonds
- Aligned with client profile
- Ongoing assessment of asset mix
- Value style, Capital preservation
- Rigorous research and security selection
- Cash flow centric
- Sector Diversification
Review & Monitoring
- Ongoing monitoring
- Review meetings
- Quarterly statements
- Year-end reporting
- Coordinate with client’s tax/legal teams
Working with Centres of Influence
Since our inception, Barrantagh has partnered with a variety of financial intermediaries including family offices, financial planners, and investment advisors in the delivery of investment management services. We are active collaborators and endeavor to work with you and your clients on all aspects of the investment management process you may require. We understand that every client comes to us with different goals and needs, so we work with you to customize a portfolio, including asset allocation and investment policy advice, that will meet your clients’ personal investment needs and objectives.
Working With You
Our professionals are dedicated to responsive service and open communication. We are here to serve you and your clients in any way you deem beneficial. Our investment professionals are also available for educational support, and consultation on any investment topics or specific issues that may arise.
Our portfolio accounting system offers considerable flexibility to produce a variety of reports in the format you find most useful. This includes detailed quarterly statements for account(s), along with comprehensive year-end tax reporting information.
Peace of Mind
To protect you and give you peace of mind, we neither hold nor handle any of your securities or cash. Instead, your assets are held in a segregated account in your name at a custodian. The account is governed by a separate custodial agreement between you and the chosen custodian. Barrantagh has working relationships with all of the major custodians, and can assist you in selecting the most appropriate one for your account.
Barrantagh has constructed and continually encourages a culture of compliance. We go to great efforts to ensure that we comply with all applicable laws and regulations. We always place the needs and requirements of the client first, and work diligently to ensure that all clients are treated equally and fairly. You will receive detailed quarterly statements for your account(s), along with comprehensive year-end tax reporting information.