Why Choose Barton?
Established in 2006, Barton Investment Management, LLC is a boutique equity investment firm. Our focus is singular – managing a highly concentrated portfolio of younger growth company common stocks – and we endeavor to do this exceptionally well, for high net worth individuals, institutions, foundations and endowments.
Our clients tend to be curious by nature. They generally share our inquisitiveness and invest not just to make money, but because it engages them. They often enjoy learning about the companies that we have selected and the thought processes that lead us to invest in specific companies. It’s not at all uncommon to see our clients become subscribers of the services or early adopters of the new technologies in which we invest.
If you are seeking a concentrated equity strategy, then Barton may be the right choice for your investment needs. We would enjoy hearing from you and learning more about your long-term financial goals.
Our Investment Strategy
1.0% on the first $5 million of account assets
0.8% on everything above $5 million
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