Portfolio Management

Portfolio Management

Disciplined Process, Consistent Results

We take a multi-faceted approach to managing your investments. This investment process is built on discipline, which drives repeatable and consistent results. First, we will do a deep dive into how you define True Wealth to be for your family. With this insight, the Barnes Wealth team can build a customized strategy allocation to fit your unique circumstances with the input of our Advanced Solutions Team.

Our Investments team uses their vast resources to monitor strategies daily and make changes they deem prudent. Your personal advisor evaluates your specific allocations at each meeting to help you pursue your long-term objectives as individual circumstances change.

Barnes Wealth’s three core tenants are trust, transparency and accountability. We deliver on those principles while helping you work toward your long-term financial goals.