BARRISTER

Overview

Barrister is a small, independent registered investment advisor that concentrates on serving individual and family clients with discretionary portfolio management and financial planning. The firm structures its client engagements around fee-based arrangements — percentage of AUM, hourly billing and fixed fees — and supplements investment management with pension consulting for smaller employers. Investment activity tilts heavily toward liquid, exchange-traded instruments, and the firm does not position itself as an active ESG investor. Barrister maintains an affiliation with an insurance company, a relationship that shows up in the firm’s product mix through the use of annuities and insurance-related planning. The firm is organized as a limited liability company and is owner-operated rather than part of a multi-firm network or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices