Investment Analytics, LLC

Peter Barrett is a financial advisor at Investment Analytics, LLC in Cincinnati, Ohio, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Investment Analytics in 2021, he was involved with Somerset Residences LLC for ten years. Barrett is also Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management services to individual and high-net-worth clients, preparing tailored Investment Policy Statements and offering ongoing monitoring and asset selection. The firm employs a combination of fundamental, cyclical, and technical analysis alongside modern portfolio theory, managing approximately 16 client relationships with about $18.3 million in advisory assets.

Lee Bower is a financial advisor at Investment Analytics, LLC with three years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked at Planned Parenthood Southwest Ohio Region for seven years and currently serves as CFO for Habitat for Humanity of Greater Cincinnati, where he oversees accounting and financial operations. Investment Analytics, LLC provides portfolio management services to individual and high-net-worth clients, using a combination of fundamental, cyclical, and technical analysis alongside modern portfolio theory to tailor investment strategies documented in each client’s Investment Policy Statement. The firm manages approximately 16 client relationships with $18.3 million in advisory assets and offers access to a broad range of investment vehicles and complex products.