Our investment strategy has protected and strengthened client relationships for over 40 years.
Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.
Joseph Barry opens new a branch office for Merrill Lynch in New Bedford, MA as Senior VP Manager.
Stock Market experienced one day 22% crash.
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.
Motivated 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.
September 11 Tragedy.
The Dot Com crash. Prior to the downturn, the Barry Investment Advisor team reduced client's equity exposure and increased bond exposure. This was a contrarian move at the time but helped smooth client returns during one of the most volatile periods in recent memory.
Patrick Barry leaves The Blackstone Group to join the Barry Team at A. G. Edwards.
Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA.
Global Financial Crisis. Dow Jones Industrial Average declines 34%. Like 2002, Barry client portfolios were bond-heavy going into the correction. Collapsing interest rates increased these bond's book value, helping to mitigate losses within the equity market.
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.
Barry Investment Advisors brings on new advisors to support a growing number of client relationships.
We 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.
