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Implementing Your Plan

While Wall Street and the majority of financial advisors focus on chasing the latest top-performing stocks or mutual funds, Barrett Wealth Connection takes an academic-based approach. Our investment philosophy is based on Nobel Prize-winning academic research that explains how markets really work and demonstrates how to invest in a smarter way. We construct portfolios based on years of academic study rather than on the latest "sales idea." By using globally diversified, passively managed, indexed and structured mutual funds, we maximize your opportunity to capture the return of each asset class. Portfolios are strategically rebalanced to provide risk control and opportunity for increased return. The results are greater portfolio return consistency, lower investment costs, and improved tax-efficiency. Furthermore, your investments are held with a custodian of your choice, providing clarity and a level of comfort.