The new set up will allow BIA to customize individual portfolios and investment plans to each client’s unique background and preferences including a written investment philosophy and strategy for each account under management.
Barnhart Investment Advisory (BIA) is a fee only registered investment advisory firm that provides investment management and planning services to individuals and families.
After a review of the client background and objectives BIA will create and manage a customized portfolios (or multiple portfolios) generally consisting of mutual funds and/or ETF’s (Exchange Traded Portfolios) as appropriate to client circumstances.
BIA does not mandate a minimum account or relationship size, but may be selective in the type of client taken on to ensure a proper philosophical fit and working relationship.
BIA receives an advisory fee based on assets under management. BIA does not receive brokerage commissions or take custody of client assets.