In light of the COVID-19 Pandemic, Barton Investment Management initiated our business continuity plan on Sunday, March 15, 2020.
– All of our employees are working remotely, and we are abiding by the CDC guidelines and evolving public health requests.
– We have full access to all of the systems and software that we use in the course of our normal business.
– We are in contact with our vendors and providers to ensure continued access to their services.
– We continue to reassess this plan, and we will make adjustments if necessary.
Please do not hesitate to contact us with any questions.
On behalf of the entire Barton Investment Management team, thank you for your support. Stay safe and healthy.
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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