Barry Investment Advisors, LLC

Barry Investment Advisors, LLC is an SEC registered investment adviser specializing in personal wealth management services. Established in November 2007, the firm is dedicated to providing financial and investment advice to individuals, pension and profit sharing plans, trusts, and estates. With assets under management totaling $712,576,826 as of February 7, 2025, the firm offers tailored wealth management services, including comprehensive financial planning and discretionary/non-discretionary investment portfolio management. Clients typically have a minimum portfolio size of $1,000,000, although exceptions may be made based on specific criteria. Barry Investment Advisors follows a Balanced Global Value investment approach, combining equities, fixed income, and cash equivalents. The firm's investment philosophy focuses on quality companies priced favorably relative to earnings and book values. Fees for wealth management services are structured as an annualized fee under the Wrap Program, with additional financial planning and consulting services available at negotiable fixed rates. The firm does not charge performance-based fees and acts in a fiduciary capacity, exercising investment discretion on behalf of clients. Clients receive regular account reviews and performance reports, with discretion over securities transactions and the ability to set limitations on investment activities. Barry Investment Advisors does not vote client securities and does not have any disciplinary disclosures.