Barton Investment Management, LLC

Barton Investment Management, LLC is a registered investment adviser established in 2006, specializing in providing investment advisory and portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, and charities. The firm operates as a fiduciary under ERISA and the Internal Revenue Code, ensuring it acts in clients' best interests. Barton manages accounts on a discretionary basis, providing continuous advice tailored to individual client needs. The firm's assets under management totaled $1,000,880,229 as of December 31, 2024. For investment advisory and portfolio management services, Barton charges annual fees based on total assets under management, with a blended fee schedule ranging from 1.0% to 0.8%. Additionally, portfolio monitoring services are available for a fee of 0.1% subject to a combined family minimum fee of $10,000 per year. The firm does not charge performance-based fees and provides services to various client types, including individuals, trusts, and business entities. Barton's investment strategy focuses on fundamental analysis and concentrated portfolios of ten to fifteen holdings, emphasizing long-term investments with a median holding period of over three years. The firm aims to control risk by understanding company fundamentals and offers monitored portfolios of mutual funds, equities, debt securities, and cash equivalents. Clients have the option to grant Barton investment discretion, with the firm exercising authority in line with stated investment objectives.