John D. Barrett II, Chairman and son of founder, C. Redington Barrett

John D. Barrett II, Chairman and son of founder, C. Redington Barrett

Our Founding

Since 1937, we have been putting our clients first—working to help each of them achieve their goals and aspirations. We are an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and institutions.

Our firm’s founder, C. Redington Barrett, recognized that no one investment strategy worked for all investors and he sought to create a firm dedicated to meeting clients’ individual investment needs. He set the vision for how we still construct portfolios today—a disciplined process of research and analysis aligned with each client’s requirements and stated goals. In our commitment to meeting the financial needs of high-net-worth families and institutions, we tailor each investment portfolio based on the client’s objectives for income and growth through suitable asset allocation and individual investment selection.

The firm is owned and managed by its principals, who average more than 30 years of experience in the investment and wealth management field. Building long-term client relationships is the hallmark of Barrett Asset Management.


Independent. Customized. Focused.

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