Financial Services in New Bedford, MA
As a customer of Joseph Barry Co. You are advised in accordance with your requirements, with resources allocated among equities, fixed income, and cash equivalents, as determined by their relative rates of return. Securities that are recommended are priced favorably compared with the historical averages of earnings and book value in the case of equities. For bonds, the historical average of interest rates is the benchmark. Customer sensitivity to risk is considered when any investment recommendations are made.
read moreOur planners work with you to formulate a comprehensive analysis to identify your financial goals and devise a financial plan to help you reach them. See what this means by listening to a recent Barry Broadcast. We pride ourselves on being fully invested in our clients. The Barry Team has had the benefit of decades worth of experience anticipating and delivering on expectations for a wide variety of clients. Our investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values.
read moreJoseph Barry's roots go back to Providence, Rhode Island, 1974. In 1982, Joe moved the office to New Bedford, Massachusetts, bringing a major Wall Street firm to serve affluent families residing in the coastal communities to the east and west of the city. In November 2007, Patrick Barry teamed up with Joe and founded the independent firm now known as Barry Investment Advisors, LLC. Barry Investment Advisors focuses on providing quality investment advice as well as comprehensive and personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to those early years.
What To Expect
read moreFirst, we develop an understanding of your complete financial picture. To support this process, we use wealth management software which serves as a central location for your entire financial life. By linking your investment accounts and liabilities into this platform, you can see how your financial plan is progressing every time you login. On top of tracking progress, this platform provides a secure vault for every document that makes up your financial life: account logins, wills, corporate documents, and contractual agreements.
read moreAfter graduating from Fairfield University with a degree in Finance, I went to work in New York as a Financial Analyst for the Blackstone Group. This role was a great introduction to the industry. An opportunity to work with Joe came up in 2002, as he was managing a branch of A.G. Edwards and was looking to fill it with new advisors. After learning the business and working with clients, I officially joined his private client advisory team in 2005. When A.G. Edwards was acquired by Wachovia in 2007, Joe's team and I felt it was an opportunity to form an independent company.
Global Market Commentary
read moreIn this month's podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic "firsts" that we saw this year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks, and never-before-seen participation in the options market, to name a few things. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered. With the U.S. election just days away, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes.
read moreFinancial freedom means something different to every single one of our clients. For some, it means having enough money in retirement to build a second home and send the grandchildren to college. For others, it might mean balancing a busy career, a growing family, and worrying less about whether or not their financial life is on track. Regardless of where you want to go, your team at Barry Investment Advisors is here to support you and your family at every step of the journey. You and your family face a huge number of competing demands for resources, and our financial planning and modeling tools can help balance and simplify these needs.
read moreBarry Investment Advisors, LLC ("BIA") is an SEC registered investment adviser located in New Bedford, MA. BIA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which BIA maintains clients. BIA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BIA's web site is limited to the dissemination of general information regarding its investment advisory services, together with access to additional investment-related information, publications, and links, to United States residents residing in states where providing such information is not prohibited by applicable law.
Questions & Answers
read moreWe strive to understand and deliver the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism.