Institutional money management is not just for the ultra-wealthy elite and large institutional investors. You've worked hard and earned the right to enjoy similarly sophisticated and transparent asset management services that larger investors have benefitted from for decades.
We realized over 30 years ago, that smart investment planning is far more involved than simply gathering a list of our clients’ assets and liabilities and hoping for the best in this uncertain world. We are keenly aware that successful investment planning is about helping investors identify their financial goals, dreams, concerns, fears, and balancing them with their resources.
Successful, long-term relationships usually start with both parties sharing with each other their mutual goals and aspirations. We believe this should also be true for prosperous financial relationship. As a client of Barrington Capital Management, what can you expect from us? One of the most important aspects of our relationship will be helping you establish expectations that are reasonable and appropriate for this uncertain world. We will help you plan your retirement a little differently and explore every possible path, so that you can live a fulfilling retirement with confidence and peace of mind.
Under your direction, we will analyze your current financial situation and suggest potential areas of improvement. Our services are available on a one-to-one, personalized basis and include risk, income, and cost planning and analysis. We know from years of experience that if you do not have a financial plan, how can anybody know if they are going in the right direction?
Our combination of creative technology and industry expertise distinguishes us from other traditional money managers. With a personalized blend of traditional, alternative and return enhancement investment styles, we offer a truly unique approach to managing your investment portfolio. No longer is it enough to only own stocks and bonds and expect consistent results year in and year out.
We prioritize capital preservation while seeking to participate in market opportunities across a wide range of asset classes and geographical regions. Decisions are screened with the objective of incorporating an element of risk reduction, quality control, and value investing within a disciplined investment and analysis process.
By adopting the fiduciary standard as our guiding "standard of client care", Barrington Capital is required to put the interest of our clients first and fully disclose associated costs and potential conflicts of interest. In our opinion, this is a higher standard of care than a traditional "brokerage suitability" that most large company brokers still follow. Our hope is that our clients and state and federal regulators continue to embrace the fiduciary standard as a way to uncover and prevent many of the practices which led to the credit crisis, recession, budget deficit and Wall Street protests and scandals. As a Fiduciary, we have a legal responsibility to always place your interests ahead of ours and we are committed to communicating with you in a straightforward way, free of jargon.
We are privileged to serve individuals and institutions, who demand a high degree of accountability and due diligence. With our use of:
- External auditors to verify our performance reporting
- Independent third-parties who validate that all our daily transactions reconcile with the actual account holdings
- Account custodians who ensure we handle all client accounts in compliance with financial regulations (TD Ameritrade, Fidelity, and Charles Schwab)
We value the trust that our clients place in our professional services - a trust that we credit to our disciplined and value oriented approach. In the face of constantly changing economic conditions, we take pride in helping you meet and exceed your long term financial goals and objectives.
We are confident that if given the opportunity, we could be one of your most valuable advisors.
Bob Lawson, CIO, RFC, LUTCF, CSA
Barrington Capital Management, Inc.
A Registered Investment Advisor | Established 1988
A Financial Industry Regulatory Authority (FINRA) Dispute Resolution Arbitrator
A National Futures Association (NFA) Dispute Resolution Arbitrator
Securities Expert Witness
Barrington Capital Management may only conduct business with residents of the states and jurisdictions for which they are properly registered or exempt. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulation within their applicable jurisdictions that are not addressed on this site. Please contact Barrington Capital Management for further information and availability at info@BarringtonCap.com or (952) 835-1000.