Setting the Bar
As your dedicated financial fiduciary, we manage our client’s wealth for their benefit, not our own. We take a holistic approach that analyzes your entire financial picture before drilling into the details of your unique circumstances, goals, tax considerations, and preferences.
Through experienced guidance, customized goal setting, and a forward-thinking approach, Barrister’s financial fiduciaries can help you achieve your financial goals.
How we become your financial advocates
At Barrister, we understand that one-size-fits-all solutions don’t work. Just like people, every strategy should be unique. Our fiduciaries take the time to develop a deep understanding of your objectives, challenges, and circumstances. This allows us to create a purposeful plan that flows and changes with your life.
This initial consultation will last about 45-60 minutes and will be focused on getting to know each other and assessing how we can best meet your needs. Topics covered will include Barrister, our strategies, and principles, as well as your financial information and reasons for seeking a financial advocate. This initial conversation is obligation-free and will incur no cost. It is intended to provide more clarity on whether Barrister will be a good fit for your financial needs and goals.
During this stage we will hold our onboarding discussion and begin our data collection process. Once we thoroughly assess your financials, we will work together to develop a customized financial plan that spans from now through your life expectancy. This specially tailored plan will reflect your goals and include our data-backed recommendations.
This is where the fun begins! We’ll deliver your financial plan and clearly explain the steps and strategies we’ve included. Our team will then implement your plan by thoughtfully selecting a Barrister Model Portfolio and financial services that work best for your needs and goals.
Our process doesn’t end once your plan is created. We offer a set schedule of meetings throughout the year and will attentively manage your finances, provide valuable guidance, and recommendations along the way. We are dedicated guides for every leg of your financial journey and you can expect to receive The Barrister Quarterly, along with Barrister Briefs and Barrister Bulletins, throughout the year to aid in your journey.
The focus on investing should be to control what we can, including Investment Vehicle Selection, Portfolio Construction, Cost, Taxes, and most importantly our behavior. We recommend a strategy built on evidence-based investing; this is a disciplined, unemotional, and highly diversiﬁed approach to managing assets.
Through proper investment vehicle selection and portfolio construction, we can limit risks while still offering the opportunity for capital appreciation.
Every dollar spent on investment costs is greater than one future dollar in your portfolio. We offer a cost structure that aligns our interest with yours without limiting your ability to achieve your financial goals.
We manage portfolios with a focus not just on what your portfolio returns, but how much of that return you actually get to keep.
Our custom model portfolios are built to offer capital appreciation while also limiting how emotions and bad behaviors can limit portfolio growth during turbulent times.
Explore our informative articles better to understand financial planning, investing, risk management, retirement savings, and more.
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