The History of Barry Investment Advisors

Our investment strategy has protected and strengthened client relationships for over 40 years.


Dow Jones: 600

Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.


Dow Jones: 5,000

Joseph Barry creates one of the first comprehensive, financial planning-based Investment Management practices within a major Brokerage Firm, thereby eliminating commissions and conflict of interest.


Dow Jones: 13,200

Barry Investment Advisors opens as Registered Independent Advisory firm in New Bedford, MA.


Dow Jones: 7,600

Global Financial Crisis. Dow Jones Industrial Average declines 34%. The firm's recognition of the debt bubble, and contrarian treasury bond positioning protected client portfolios.


Dow Jones: 28,500

The Covid-19 pandemic brings about unprecedented market volatility.
Kate Alves is appointed President of Barry Investment Advisors.


Dow Jones: 29,600

Barry Investment Advisors celebrates 15 years as an independent firm.