Investment Management

Investment Management in Miami | Miami Investment Advisors

Effective investment management services are key to building your retirement savings.

BARNETT MANAGED INVESTMENT ACCOUNT FEATURES

Our experience has taught us that the right individual security Portfolio's are better able help clients reach their Income and Growth objectives. In order to do this it's important to maintain a Disciplined Fundamental Value Approach. Purchasing Quality companies at attractive prices for both Equity and Fixed Income.

PROFESSIONAL INVESTMENT MANAGEMENT

We utilize proven strategies to help diversify and achieve managed account objective based on timeless investment principles.

ACCOUNT ACTIVITY REPORTS

You'll receive detailed information about the trades made in your investment account every month. Delivered by the custodian of your account, Pershing LLC, a Bank of New York Mellon Corporation, Member FINRA, SIPC.

ONLINE ACCESS

Investment account balances, statements, and confirmations are available 24 hours a day through Pershing's Netxclient login.

INVESTMENT PORTFOLIO CUSTOMIZATION

We understand each client is unique; we'll customize your portfolio so it's tailored to you and your objectives. Whether you’re looking for a specific monthly income yield, or a combination between income and long-term growth, we can customize a portfolio for your needs.