BARRETT CAPITAL PARTNERS

Overview

Barrett Capital Partners is an independent, owner-operated advisory firm that blends financial planning and portfolio management with insurance brokerage services. The firm serves both individual and family clients as well as institutional relationships, and it offers hourly planning along with percentage-of-assets management. Its advisory scope includes consulting on pension-related matters, though it is not registered specifically as a pension consultant. Investment activity is concentrated in liquid market exposures, with a notable tilt toward exchange-traded equities. The firm manages most client relationships on a discretionary basis, which supports active portfolio implementation and rebalancing. Barrett Capital Partners does not identify as an active ESG investor and operates without a multistate registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices