Our services are provided in three formats to best fit individual needs and objectives.

           Separately Managed AccountsSeparately Managed Accounts          Private PoolsPrivate Pools           Mutual FundMutual Funds

As a direct client, whether invested in a Separately Managed Account or in a Private Pool, Barometer exercises discretionary investment management authority and, in accordance with your investment objectives, makes investment management decisions for your account.

When becoming a direct client of Barometer we meet with you to prepare your personalized Investment Policy Statement which outlines your specific investment objectives, risk tolerance and special needs. This information allows us to determine a mandate that best suits your individual needs.
to find out if a Separately Managed Account or Private Pool is right for you.
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