Barry Capital Management
I found Barry Capital Management on the belief that everyone can benefit from unbiased and objective financial advice. Clearly, my firm focuses on another core belief that "planning" in every sense of the word is critical to a Client's long-term success. Comprehensive planning creates the overlay to making the best judgement for making financial decisions.
While I do still work with Clients who are "investment only" based; even that process has a fundamental "planning" orientation to it. From Risk Capacity and Risk Profile analysis to "goals based" approach to the investment process, BCM prides itself on specifically not being in the business of "beating the market" or striving for the highest investment return irrespective of other Client attributes.
The firm does not have a minimum dollar value that is required to engage my services. Likewise, the firm does not have a minimum net worth requirement for its engagement either.