Barrett recognizes that no one investment approach works for every investor, or in all economic climates. We use our objectivity, creativity and independent thinking to develop tailored strategies that can help clients achieve their unique goals. Our disciplined approach to investing is guided by five principles that we believe support successful long-term results.

Our guiding principles


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A focus on growth

We believe stocks have produced superior absolute returns over the long- term—especially those with superior earnings growth and strong balance sheets. And we believe that every client should have exposure to growth.


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Long-term perspective

We take a long-term perspective to growing and preserving client capital. And we believe clients should do the same—staying invested during periods of volatility.


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Disciplined research

We conduct extensive fundamental research and analysis to identify compelling growth opportunities. We believe combining this data with the critical thinking of our experienced investment professionals is the key to success.


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Quality matters

We look for quality companies and focus on valuation in order to reduce risk. And when it comes to fixed income, we believe it should be investment grade.


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Tailored solutions

We believe that no one approach works for all investors. That is why we focus on customizing each strategy to the unique risk tolerance, time horizon and goals of each client.



In working with each client and closely listening to them, we come to understand who they are as an investor. Depending on a client’s goals, their portfolio is invested in equities, fixed income, exchange traded funds (ETFs) or a combination. Upon gaining deeper insight into the client, we tailor our portfolio construction based on the following strategies:

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Growth Equity Strategy


Growth Equity Strategy

A strategy for clients whose primary objective is capital appreciation. We look for global companies that are growing their revenues and earnings at faster rates than the broader market. Our investment team conducts research that includes evaluating a company’s competitive position, business model, growth opportunities and market valuation. We evaluate small, medium and large companies that we expect to have open ended growth opportunities. For decades, we have invested a portion of portfolios in companies at the early stages of rapid growth. We also integrate third-party research that evaluates a number of factors across Environmental, Social, and Corporate Governance (“ESG”) pillars.

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Growth & Income Strategy


Growth & Income Strategy

A strategy for clients whose goals are a combination of capital appreciation and a targeted amount of income. We use fixed income securities to increase income and reduce volatility in a balanced portfolio. Equity holdings are typically focused on companies that are increasing their dividends at significant rates. We emphasize the use of investment grade bonds and adjust the terms of the fixed income securities depending on the level and expected direction of interest rates. Constructing portfolios using fixed income securities with staggered maturities and interest payment schedules adds additional flexibility.

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Enhanced Equity Income Strategy


Enhanced Equity Income Strategy

A strategy for clients with tax exempt accounts who want to generate a higher level of income. We have developed a more conservative equity strategy that generates a high level of income while allowing for the growth of principal. This approach is centered on investing in quality companies that have a track record of, and ongoing ability to pay dividends. The equity securities are typically companies with above market yields. To generate additional income, our team utilizes a covered call options strategy that has the added benefit of reducing the volatility of the overall portfolio. The net result is an investment portfolio that participates in the equity market and increases cash flow, while at the same time provides a layer of downside protection.

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Use of Exchange Traded Funds (ETFs) and Mutual Funds


Use of Exchange Traded Funds (ETFs) and Mutual Funds

We may utilize investment vehicles such as exchange traded funds (ETFs), mutual funds and closed-end funds to complement our portfolio construction or as an overall portfolio strategy. This approach may be used to meet specific client requests and diversification aims, and provide flexibility for portfolios that have lower asset values.

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Assets Under Advisement and Alternative Investments


Assets Under Advisement and Alternative Investments

We provide consulting services and oversight with regard to investment allocation and strategies for clients’ externally managed assets. Advisement of these assets may include coordinated client and manager communications, multiple account and manager monitoring, and implementation of recommendations. Alternative investments, such as hedge funds and private equity funds, are evaluated on behalf of clients as requested and considered where appropriate. CI Barrett reviews, and may recommend to clients, investments in venture capital limited partnerships and pooled investment vehicles.


CI Barrett Mutual Funds

You will be leaving the CI Barrett Private Wealth website to view the Growth Fund and Opportunity Fund websites.



" Know what you own and know why you own it. "

Peter Lynch


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