Barbara S. Gault

Overview

Barbara S. Gault operates a single-advisor, independent registered investment advisory practice serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that combines a percentage of assets under management with the option for hourly or fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and project-based planning. Investment activity is concentrated on pooled public funds as the core building blocks of client portfolios, with selective use of commodity exposures to add diversification or tactical exposure. The adviser does not present as an active ESG investor and is not positioned as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices