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 09/30/16. The fund's latest filing disclosed 290MM in positions, representing 43% of the manager's regulatory AUM.

BARRY INVESTMENT StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BARRY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTIP 8.64% ETF -0.36% -0.14% 0 0%
JOF 8.6% ETF -1.23% -0.35% 185 3%
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FEATURED IN
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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 ...
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BARRY INVESTMENT Portfolio Concentration

BARRY INVESTMENT Location

128 UNION STREET
SUITE 507
NEW BEDFORD, Massachusetts
UNITED STATES, 02740

BARRY INVESTMENT Contact Information

Phone Number: 888-992-8601
Fax Number: 508-992-4700
Website:

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