Barnes & Company
Investment Counsel
LLC
YOU & YOUR FAMILY
Our experience, across three decades, working with individuals and families from multiple generations, provides us a durable outlook on the complexities of wealth. Partnership with you begins when we develop a deep understanding of your perspective. Tailored solutions are crafted that help you achieve your objectives. As an investment fiduciary, we remain your unbiased and independent financial advocate.
Managing your investments is more than trading securities. Our approach to portfolio management is values-based and results-oriented. We have the expertise to help you meet your immediate, mid-range and long-term goals. Barnes & Company Investment Counsel focuses on you, so there is more time for you to do…
what matters most.
WHAT SERVICES DO WE OFFER?
We provide a discrete range of investment management services inclusive of but not limited to separately managed accounts, exchange traded funds, mutual funds and individual securities. Our risk management profiling and needs-driven assessment identifies the wealth management services you may require from the following list and beyond:
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Investment management
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Bespoke portfolio construction
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Wealth planning, protection and transfer
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Charitable giving
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After-work income strategies
WHO DO WE SERVE?
Our client-partners are a diverse group of individuals and families with wide-ranging financial goals:
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Executives and professionals
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Business owners
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After-work lifestyles
Contact us to learn more about what we can do for you.
BUSINESS AND PROFESSIONS
Our consulting services for business owners, executives and professionals promote a productive work environment and engaged workforce.
WHAT SERVICES DO WE OFFER?
Our consultative approach is based on a needs-driven assessment to identify the financial services or advisors you may require from the following list and beyond:
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Tax advisors
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Retirement Plan specialists
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Attorneys
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Employee financial counseling
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Savings management
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Debt management
WHO DO WE SERVE?
Our business client-partners originate from various industries. We primarily consult to small business and professions and have extensive experience working with:
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Practices and professional partnerships
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Business owners
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Boards of directors and executive committees
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Retirement plan committees
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Human resource departments
Contact us to learn more about what we can do for you.
ENGAGEMENT
We advise our client-partners, in conjunction with their attorneys, CPAs and other advisors, looking to navigate the intersection of philanthropic intent, personal values and accumulated wealth.
Additionally, we advise charitable organizations choosing to evaluate fiduciary standards and practices as stewards of the organizations reserve assets, investment portfolio and retirement plans.
WHAT SERVICES DO WE OFFER?
We provide a needs-driven assessment to identify which wealth management consulting services you may require from the following list and beyond:
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Creation of Investment Policy Statement
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Strategic and tactical asset allocation
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Selection and oversight of investments
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Ongoing monitoring of investment portfolios
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Investment portfolio reporting, performance and benchmarking
WHO DO WE SERVE?
We are a complete and independent outsourced investment solution providing select services to:
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Volunteers
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501(c) Organizations
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Donors
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Influencers
Contact us to learn more about what we can do for you.
INVESTMENT RESOURCES
As an investment fiduciary, we provide comprehensive reviews and advisory facilities for institutional and private client-partners seeking actionable insights into their current investment portfolio and policy statements, management strategy, investing process and discipline and performance benchmarking.
WHAT SERVICES DO WE OFFER?
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Portfolio Reviews
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Market Outlook
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Market Research
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White Papers
Contact us to learn more about what we can do for you.
ABOUT
We are an independent firm of trusted partners always ready to assist you. It all begins with you, your situation and what you wish to accomplish and evolves into an actionable strategy tailored to your specific goals. We work with you, your accountants, attorneys and other trusted professionals to construct an enduring set of actionable steps connecting your portfolio with your mandates.
Mr. Barnes is the Managing Principal and founder of Barnes & Company Investment Counsel, LLC, established in 2011. Canard was also co-portfolio manager of an equity trading fund for LBR Capital, LLC. He began his advisory career in 1997 with BT/Alex Brown and spent more than 13 years at Merrill Lynch as a Financial Advisor. Canard has passed the Series 7, Series 66, Series 3 and California Department of Insurance licensing exams and maintains his designation as a Chartered Retirement Planning Counselor. Mr. Barnes received his degree in Economics from the Wharton School of Business.
Mr. Rubin is the Trading Principal of Barnes & Company Investment Counsel, LLC. Prior to that, from 2012 to 2015 he was the principal of RKR Equity Group, managing its Equity Focus Fund. He previously led the West Coast internet and broadcast advertising and media production team for Sidney Frank Importing, producers of Grey Goose Vodka and importers of Jagermeister. Randall has passed his Series 7, Series 65, Series 3. Mr. Rubin received a Bachelor of Arts degree in Rhetoric from the University of California at Berkeley and a Master of Fine Arts in Film Production from the University of Southern California’s School of Cinematic Arts.
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