General Info

For over 65 years Barrett Associates has helped clients define and reach their investment, financial and estate-planning goals. The company s focus is to build wealth for its clients through superior selection of the stocks of high-quality companies, combined with the minimization of taxes and transaction expenses. Barrett delivers its services through separately managed portfolios for individuals and institutions as well as through the Barrett growth fund, a no-load, growth-stock mutual fund, and the Legg Mason financial services fund. The company s goal is to provide its clients with complete wealth management, including coordination of the tax, financial and estate-planning advice provided by other experts. Barrett Associates supervises approximately $1.7 billion for more than 800 individuals, institutions and families. Barrett Associates operates from its on Park Avenue in New York City.