Client Services

We strive to understand and deliver the quality of client service that affluent families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unerring commitment to personal attention, responsiveness and professionalism.

Proactive Review Process

Our goal is to guide you in the implementation of your financial plan.  We regularly schedule telephone and in-person meetings to review your progress.  During these reviews, you will receive planning advice from a CERTIFIED FINANCIAL PLANNER™.  In addition, your Investment Advisor will discuss your portfolio's holdings and investment performance.*  

Quarterly Insights & Overviews

Our Quarterly Insights & Overviews are limited to the dissemination of general information pertaining to Barry Investment Advisors investment advisory services and general economic market conditions. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors.

About Fidelity Investments

Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators.  The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world's largest financial services companies on behalf of its clients.**

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind--impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.**

FOOTNOTE 1

*The information offered should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein guarantee that certain events will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. The information presented is subject to change without notice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors.

FOOTNOTE 2

**Fidelity Investments is an independent company, unaffiliated with Barry Investment Advisors, LLC. No legal partnership, agency affiliation, or similar relationship exists between your financial advisor and Fidelity Investments, and no such relationship is created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the information provided on the web site for Barry Investment Advisors., LLC and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Clearing, custody, or other brokerage service may be provided by the National Financial Services LLC or Fidelity Brokerage Services LLC. (577365.1.0) We entrust TD Ameritrade, Inc., with custody of our client assets. TD Ameritrade, Barry Investment Advisors, LLC, and other entities named on this site are separate and unaffiliated firms and are not responsible for each other's services. TD Ameritrade does not endorse or recommend any advisor, and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services are provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank.  Used with permission.