Merryfield Barnes, LLC

Merryfield Barnes, LLC provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. Services are offered on both a discretionary and non-discretionary basis and include advice on employer-sponsored retirement plans, variable life/annuity products, and 529 plans in addition to traditional brokerage-held portfolios.

The firm employs a mix of fundamental, technical, and cyclical analysis and pursues a multi-capitalization strategy emphasizing both value and growth across domestic and international markets. Portfolios are individually tailored to client risk profiles and objectives, and the firm may use options, concentrated positions (including OTC securities), and private placements for accredited investors as part of its investment implementation.

Compared with many peers, Merryfield Barnes discloses a greater willingness to maintain concentrated positions (which can exceed 20% in smaller accounts), to recommend private collective investment vehicles, and to advise on insurance-held and employer-plan investments, while maintaining no formal account minimum. The firm also does not vote client proxies (clients retain that responsibility) and acknowledges operational relationships with a custodian that provide software and support to the adviser.