Barnes Capital delivers several unique financial solutions to meet client needs.  The majority of our solutions are created and managed in-house.

For clients requiring fixed-income assets — the majority of our clients — we offer custom portfolio bond management.

For clients’ growth requirements, we develop blue-chip equities portfolios using individual securities.  Sometimes we utilize a mutual fund product or exchange-traded fund in order to broaden or further diversify an asset allocation (small cap equities, international equities/bonds), if necessary and appropriate.

For many clients, we provide an allocation to alternative assets and hedged assets. These solutions protect our client’s portfolios from downside risk.
We augment portfolios with covered call-option writing strategies when appropriate.  This is a simple way to monetize the growth element of stocks into an income stream.

For retirement income, we use our Rising Paycheck Strategy.  This is custom-tailored strategy balanced between growth and income.  It delivers a steady and rising monthly income that is very reliable.  This strategy is perfect for many retirees and is a very attractive alternative to traditional products such as annuities and mutual funds.