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The History of Barry Investment Advisors

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

1974

Dow Jones: 600

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

1981

Dow Jones: 800

Joseph Barry opens new a branch office for Merrill Lynch in New Bedford, MA as Senior VP Manager.

1987

Dow Jones: 2,246/1,738

Stock Market experienced one day 22% crash.

1996

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.

1999

Dow Jones: 10,300

In order to continue operating under a financial planning, fee-based business model, the Barry Team opens new branch office for A.G. Edwards in Dartmouth, MA.

2001

Dow Jones: 9,950

September 11 Tragedy.

2002

Dow Jones: 7,600

The Dot Com crash. 

2003

Dow Jones: 10,600

Patrick Barry leaves The Blackstone Group to join the Barry Team at A. G. Edwards.

2007

Dow Jones: 13,200

Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA.

2008

Dow Jones: 7,600

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

2015

Dow Jones: 17,700

Patrick Barry assumes role as Managing Partner of Barry Investment Advisors. Joseph Barry continues to serve as Investment Analyst and of Counsel to the firm.

2020

Dow Jones: 28,500

The Covid-19 pandemic brings about unprecedented market volatility

Kate Alves is appointed President of Barry Investment Advisors

2022

Dow Jones: 29,600

Barry Investment Advisors celebrates 15 years as an independent firm