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The most valuable resource we offer to our clients is the judgment and accumulated expertise of our professionals and staff. For 70 years, Barrett Associates has designed hundreds of investment plans and has managed thousands of security positions for institutions and multiple generations of families.
The five professionals who make up our large-cap growth investment team, average more than 25 years in the investment management industry. Three hold advanced graduate degrees and/or the Chartered Financial Analyst® designation, while another is a Certified Financial Planner™ certificant.
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