BARRY INVESTMENT Overview
Barry Investment Advisors Llc is an investment advisor that manages 681.6 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 277MM in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 277MM in positions, representing 41% of the manager's regulatory AUM.
BARRY INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARRY INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHZ | 9.25% | ETF | 0.07% | -0.13% | 1 | 4% | ||
| SHY | 9.19% | ETF | 0.22% | -0.12% | 0 | 11% | ||
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FEATURED IN
BARRY INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph M. Barry | Chief Compliance Officer | November-2007 |
| Patrick J. Barry | Managing Member | December-2014 |
| Jeanine M. Barry | Member | December-2014 |
BARRY INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BARRY INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
BIA tailors its advisory services to the individual needs of clients. Before considering a client’s investment needs, BIA begins with a comprehensive financial analysis. This analysis allows BIA to ensure that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. In the analysis, BIA addresses a range of topics including net worth, tax reduction, education funding, retirement and estate planning, and income and asset protection. BIA also examines investment tax implications, proper titling of assets for estate purposes, and the client’s ability to achieve their desired retirement lifestyle.
BIA assesses the client’s goals, evaluates their current position and then plans and implements a financial strategy. As part of this process, BIA also determines the client’s sensitivity to risk. The goal of the portfolio is to meet the client’s ...
Unlock Full Investment Process Description
BIA tailors its advisory services to the individual needs of clients. Before considering a client’s investment needs, BIA begins with a comprehensive financial analysis. This analysis allows BIA to ensure that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. In the analysis, BIA addresses a range of topics including net worth, tax reduction, education funding, retirement and estate planning, and income and asset protection. BIA also examines investment tax implications, proper titling of assets for estate purposes, and the client’s ability to achieve their desired retirement lifestyle.
BIA assesses the client’s goals, evaluates their current position and then plans and implements a financial strategy. As part of this process, BIA also determines the client’s sensitivity to risk. The goal of the portfolio is to meet the client’s ...
Unlock Full Investment Process Description
BARRY INVESTMENT Portfolio Concentration
BARRY INVESTMENT Location
128 UNION STREET
SUITE 507
NEW BEDFORD, Massachusetts
UNITED STATES, 02740
SUITE 507
NEW BEDFORD, Massachusetts
UNITED STATES, 02740
BARRY INVESTMENT Contact Information
Phone Number: 888-992-8601
Fax Number: 508-992-4700
Website: null
Fax Number: 508-992-4700
Website: null
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