Barnes Capital is an independent Registered Investment Advisor.   We serve Singles, Retirees and Families.  We focus on the diverse needs of the each client.  Personally, we take extensive time to get to know new clients.  I ask them about their values, their history and their dreams. In this process of sharing and building a relationship, new clients clarify in their own mind what they want to achieve.  Then together we figure out the best way to get them there.

Clients appreciate our attention to the details.  Family and work and hobbies consume our typical client’s attention.   Few have the inclination to follow financial change and make adjustments accordingly to their portfolios or financial plans.  That’s where we come in.  We follow the details of the markets, and your goals, and protect and manage your savings to meet your financial goals. 

Many of our clients are single.  They are planning the rest of their lives, but who do not have a spouse to share the burden of developing a financial game plan. To my single clients, I am their partner in this decision.  Together we develop a strategy that single people can rely on with confidence.

Many of our clients are retired.  Or they are weighing their retirement options.  Barnes Capital specializes in income portfolios.  Our customized approach to fixed income and dividend income paired with covered call writing on blue chip equities as well as gold and silver, enables us to distribute more monthly income than most advisors; up to 6% of your portfolio’s value annually.  This is a substantially higher figure than conventional financial planning wisdom.  Our unique custom strategy makes higher income distributions possible. Ask us about it.

Many of our clients are families with trust accounts.  These clients seek to protect the value of their wealth on an after-tax, after-inflation basis.  We develop sophisticated, yet surprisingly simple wealth preservation strategies for families seeking to protect what they have on an after-tax basis.   We have consistently added significant value in our selection and design of fixed income portfolios for our wealthy clients. We protect highly appreciated risk assets using covered call writing.  Ask us about it.