Peter Hepburn Shriver

Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification.

Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations.

Functions as a College/University

Functions as a College/University

Operates as a financial services trade group and networking forum for wall street

Barrett is an active investor that seeks to grow and preserve their clients’ capital over the long-term through disciplined research and analysis of investment opportunities. The firm prefers companies with superior earnings growth and strong balance sheets. They structure portfolios tailored to each client’s situation, risk tolerance, objectives and time horizon. Depending on a client’s goals, their portfolio is invested in equities, fixed income, exchange traded funds (ETFs) or a combination.

Functions as a College/University