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.

Barrington Capital Management | Registered Investment Advisor

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.

Office Building
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

Securities Expert Witness

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. 

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:

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.

Master Registered Financial Consultant

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

Minneapolis Financial Advisor

Retirement Planning

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

 

Insurance Planning

•    Term, Whole, & Variable Life Insurance
•    Long Term Care Insurance
•    Business Continuation
•    Annuities

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

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

Plan Development 

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