Barwick & Partners, Inc.

Overview

Barwick & Partners, Inc. is an independent registered investment adviser that structures portfolios primarily around publicly traded equities and exchange-traded strategies while acting as a capital allocator for both high-net-worth individuals and institutional clients. The firm blends traditional portfolio management and financial planning with a practice of selecting outside managers where specialized expertise is needed. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based work. The firm signals an ESG orientation as part of its investment approach and is active in sourcing ESG-aware managers and securities. As an allocator, Barwick & Partners looks beyond listed markets when appropriate, tapping third-party alternative managers to complement listed equity exposure and to pursue diversification, growth and income objectives for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices