| Advisor Profile |
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| Name: |
Patrick J. Barry, AAMS |
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| Request More Information |
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Business Description |
| Please call me for a complimentary financial review today.
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| Prepared By: |
Patrick J. Barry, AAMS |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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The potential client does not pay anything until a complimentary comprehensive review and analysis is presented and after the relationship is established.
If it is decided that we are a fit, we establish the relationship and portfolio, and we would assist the client in moving to another firm if not satisfied. We strive for happy clients who will tell their friends about us. |
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What are your qualifications? What is your education background? |
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BS in Finance From Fairfield University
Series 7, Series 66, Life Insurance, Health Insurance Licensed, Accredited Asset Management Specialist (College for Financial Planning) |
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What is your approach to financial planning? |
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We are global value, and long term oriented investors. The approach to planning varies depending on the client's situation, but touches on tax, insurance, investment, estate, and general financial issues. We encourage working with clients' other trusted professionals as well. |
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What services do you offer? |
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Financial Plan updated periodically and a custom portfolio of individual securities. We perform quarterly reviews. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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No. There are 2 CFP's and one CFA that are on the team, and there are thousands of home office personnel that are a tremendous resource to us. |
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How are you compensated? How will I pay for your services? |
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Asset Based Fee.
On a minimum of $2,000,000 investable assets, a fee of .85% covers:
All transaction costs
A quarterly mailing and phone review
A team of professionals working directly for you
Financial Illustrations as needed
Comprehensive reporting, cash management, and online access.
Fees are deducted from managed accounts in quarterly installments. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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There are no guarantees in investing, we manage clients' portfolios with a traditional value philosophy, which is usually regarded by clients as relatively conservative. We use history, common sense, and contrain ideas as guides to manage risk. |
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How much risk should I be willing to take? |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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1) Financial Illustrations
2) Fee based portfolio management (individual securities)
3) Quarterly Reviews (over the phone and/or in person)
4) Consisent investment discipline, and individualized asset allocation. |
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| Q. |
What is your experience? How many clients do you currently manage? |
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My work experience is as a Financial Analyst with the Blackstone Group in NYC. I am on a team with my father Joe Barry, who has been an advisor for over 30 years. |
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What financial institution(s) do you represent? |
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How do you charge for your services? |
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There are no guarantees in investing, we manage clients' portfolios with a traditional value philosophy, which is usually regarded by clients as conservative. We use history, common sense and contrary ideas as guides to manage risk. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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Before we get to know you, there is no way to know. We specialize in one level of service that is customized to the client's financial situation.
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