The History of Barry Investment Advisors
| 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 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. |
| 2001 |
Dow Jones: 9,950 September 11 Tragedy. |
| 2002 |
Dow Jones: 7,600 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%. Barry client portfolios were protected due to the firm’s investment strategy. |
| 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. |