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Minneapolis Wealth Management | Minneapolis Investment Advisor

Investment Management | Securities & Annuity Expert Witness | FINRA Arbitration

About Our Firm

Since 1988, Barrington Capital Management, Inc. has been committed to providing concierge-level service and communication for retail and institutional clients. We are a fee-based, independent Registered Investment Adviser, not commission brokers.

We value the trust our clients place in us - a trust we credit to our discipline, value-oriented approach, process, and stability of our investment staff. In the face dynamic economic conditions, we take pride in working to meet and potentially exceed the long term investment needs of our clients.

Mr. Bob Lawson
President & Founder

Bob Lawson is the Founder, President, and Chief Compliance Officer of Barrington Capital Management, Inc. and possesses over 35 years of financial experience with securities, investments, insurance, and commodities. Over the years, he has conducted numerous presentations, classes, and workshops on financial matters for industry professionals and the investing public.

Not All Financial Professionals are the Same

 

 

 

Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility. 

Experience. Designees are required to provide documented industry and educational experience to qualify for the designation.


Education. Designees must complete the Accredited Investment Fiduciary® (AIF®) Training, which covers the Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients.


Examination. Designees must pass an examination to prove comprehension of the Prudent Practices® and ability to act in the best interest of clients.


Ethics. Designees adhere to a Code of Ethics and Conduct Standards that show a commitment to a higher degree of industry professionalism.


Continuing Education. Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.
 

As an Accredited Investment Fiduciary (AIF®) Bob Lawson has been certified specifically for his ability to follow a fiduciary process with his clients’ best interests at heart. Here are some attributes that make AIF® Designees different from other advisors or financial professionals:

Master Registered Financial Consultant

As the recipient of the Master Registered Financial Consultant (MRFC®) designation, Bob Lawson also has met the experiential, educational and licensing requirements in the field of financial planning and services rendered. Bob has a thorough understanding of:

Retirement Planning

•    Income Sources and Calculations
•    Fact Finding
•    Goal Setting
•    Obstacles to Successful Retirement Planning
•    Investments and Financial Products
•    Distribution Strategies
•    Tax Advantage Retirement Plans
•    Wealth Transfer Planning

 

Insurance Planning

•    Term, Permanent & Variable Life Insurance
•    Long Term Care Insurance
•    Critical Illness Insurance
•    Group Insurance
•    Business Continuation
•    Annuities
•    General Insurance Coverage

Education Planning

•    Explaining Education Planning
•    Funding for Education

 

Estate Planning

•    Explaining Estate Planning
•    Types of Property Ownership
•    Types of Property Transfers
•    Trusts and Giving
•    Estate Administration
•    Estate Administration
•    Estate Reduction Techniques 
•    Planning for Special Needs
•    Life Insurance for Business Owners
•    Life Insurance and Estate Planning
•    Charitable Planning

 

Plan Development 

•    Developing Recommendations
•    Analyzing Change in Strategy
•    Asset Allocation
•    Budgeting
•    Plan Implementation

Investment Planning

•    Investment Fundamentals
•    Investments for Retirement
•    Investment for Education
•    Investments for Special Situations
•    Investment Evaluation
•    Portfolio Development & Analysis
•    Asset Allocation

Data Gathering

•    Fact Finding
•    Questioning Techniques
•    Needs Analysis

 

Ongoing Monitoring

•    Ongoing Reviews

Tax Planning

•    Income Tax Fundamentals

•    Taxation for Business Entities

Regulations and Compliance

•    Suitability and Disclosures
•    Resolve apparent and potential conflicts of interest in client relationships
•    Provide regulatory disclosures
•    Provide disclosures related to compensation arrangements and associated potential conflicts of interest

 

Licensing and Continuing Education

•    Understanding the State Statutes that regulate investment and insurance business
•    Ensure compliance with licensing requirements of states where client resides
•    Comply with consumer protection laws and regulations 

 About    |    Our Services    |    Financial Planning    |    Employer Retirement Plans    |    Contact

Litigation Support    |    Expert Witness    |    Pro Bono Services    |    Careers       

Barrington Capital Management, Inc.  |  3800 American Boulevard West  |  Suite 1110  |  Bloomington, MN  55431

952-835-1000   800-944-2419  |   Fax: 952-835-1504  |  Info@BarringtonCap.com

 

Barrington Capital Management, Inc. only conducts business in states and jurisdictions where it is registered or where an exemption from registration exists. This site and its contents do not constitute investment advice or a solicitation to sell securities. Past performance is not indicative of future results. This website is for informational purposes only and Barrington Capital Management, Inc. reserves the right to modify it at any time without notice. Copies of Barrington Capital Management Inc.’s Form ADV Part 2 are available upon request. Images and photographs are included for the sole purpose of visually enhancing the website. No photographs are of current or former clients and they should not be construed as an endorsement or testimonial from any of the persons in the photograph.

All materials used on this site, including all images, are copyrighted and are protected worldwide by copyright laws and treaty provisions. They may not be copied, reproduced, modified, published, uploaded, posted, transmitted, or distributed in any way, without Barrington Capital Management Inc.'s prior written permission.

Neither Barrington Capital Management, Inc., nor any of their Investment Adviser Representatives, provide tax or legal advice. Tax and legal advice should only be obtained from a qualified professional. All written content on this site is for informational purposes only. All information and ideas should be discussed in detail with an advisor prior to implementation. Examples from our news feeds, blogs or articles do not take into consideration commissions, investment management fees, miscellaneous transaction fees, tax considerations, or margin requirements, which are factors that may significantly affect the economic consequences of a given strategy. Investors should review transaction costs, margin requirements and tax considerations with their financial or tax advisor before entering into any investment or financial planning strategy. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.

Investment Advisory services are offered by Barrington Capital Management, Inc., a Registered Investment Adviser in the states of Minnesota and Texas. Barrington Capital Management, Inc. may utilize the services of First Ascent Asset Management, LLC for certain investment portfolios. Insurance products and services are also offered through Barrington Capital Management, Inc. 

 

Disclosure: Barrington Capital Management, Inc. is not a law firm. Robert D. Lawson and his associates are not practicing attorneys. The scope of any activities performed by Robert D. Lawson, subcontractors or employees of Barrington Capital Management, Inc. is limited to litigation consulting and litigation support.​

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