Craig Barrett Financial is a Portfolio Investment Advisory Service that aims to achieve your short term and long term objectives by using an opportunistic and strategic approach to investing. Personalized assistance in all aspects of a client's financial situation involves:
This firm was created for the benefit of the client and only the client. No Investment products will be offered that have a sales commission therefore no conflict of interest issues. This is strictly fee based portfolio investment management.
Investments used to fulfill a portfolio may include individual stocks, exchange traded funds (ETF’s), Mutual Funds and other fixed income investments (such as ETF's and CD’s).
If a client does not want a type of investment based on a certain sector or industry, then it will not be used. The portfolio will be customized to the client’s wishes. The portfolio may have long positions and/or short positions based on current market environment and opportunities.
The Objective is to make you money over time by following an agreed upon asset allocation model based on your risk tolerance.