Barrington Asset Management offers investment advisory services to individuals, trusts, estates, endowments, pension and profit sharing plans, business entities and other institutions primarily through the management of separate accounts and investment partnerships.
Our current investment programs include the: Managed Equity Portfolio, Asset Allocation Portfolio, Enterprise Portfolio, Capital Preservation Plus Portfolio and Custom Managed Portfolio.
Assets under this program are invested on a discretionary basis primarily in individual stocks that receive the top recommendations of our affiliated research firm, Barrington Research Associates, with the remainder invested in other investment opportunities and exchange traded funds. The investment style is a blend between growth and value disciplines, resulting in a growth at a reasonable price style. These portfolios are typically invested in 25 to 35 positions without regard to any market-cap restrictions. We believe the number of positions provides for appropriate diversification while still allowing for the positive impact of our individual stock selection.
Assets under this program are invested on a discretionary basis primarily in exchange-traded funds using Barrington’s top-down cyclical and tactical asset allocation strategies. The goal is to gain overall exposure to a particular sector, asset class or geography, while minimizing the specific risks associated with individual stocks or fixed-income securities. The program is heavily weighted towards equities and may include allocations across sectors, investment styles, market capitalizations and geographies. In addition to equities, allocations may be made among different asset classes including, but not limited to, fixed income, real estate, commodities and cash.
Assets under this program are invested on a discretionary basis under a focused equity strategy. This program utilizes a model portfolio approach with an emphasis on a limited number of small-cap stocks selected on the basis of Barrington Research Associates' investment research. In addition to these concentrated small-cap positions, the portfolio may also be invested in selected mutual funds as appropriate for diversification purposes and assist in meeting client investment objectives.
Assets under this program are invested on a discretionary basis under a strategy combining cyclical asset allocation and value-oriented stock selection. Investments may include equities, bonds, exchange traded funds and mutual funds.
If none of the standard Barrington investment programs meets the needs of our clients, then Barrington will work with the client to jointly define and implement a custom investment strategy. The intent is to tailor an investment strategy that our in the best interests of our clients. Custom managed portfolios may be invested on either a discretionary or non-discretionary basis.
Copyright 2006 Barrington Research Associates, Inc. All rights reserved.