Protecting Capital. Preserving Legacy.
At Barometer, we combine disciplined, tactical investment management with comprehensive wealth planning, built for the unique needs of high net worth families, charitable foundations, and endowment funds.
Disciplined Leadership Approach™
Our Disciplined Leadership Approach™ gives us the objectivity to actively manage client portfolios through all market conditions, identifying market leadership early and rebalancing with conviction rather than convention.
Top-Down
Every day, our portfolio team rigorously evaluates macro conditions, sector dynamics, and capital flows to identify where true market leadership is emerging. Our top down methodology allows us to anticipate shifts before they occur, positioning client portfolios to capture opportunity and defend against risk.
Bottom-Up
Our bottom up research process is built to proactively identify companies demonstrating true leadership across all sectors of the market. By rigorously evaluating fundamentals, earnings quality, and relative strength, we build portfolios centered on businesses with the clarity and resilience to drive long term growth.
Market Insights
30+ Years Investing Experience
Our founding leadership has navigated every major market cycle over three decades, from bull runs to global corrections. That depth of experience shapes every decision we make on your behalf.
$1B+ Assets Under Management
Trusted to steward over one billion dollars in client capital, Barometer has built its reputation through consistent, disciplined performance, not short term speculation.
300+ High Net Worth Families
More than 300 high net worth families across Canada and other jurisdictions have entrusted Barometer to protect and grow their wealth and the legacy that comes with it.
Join us every Tuesday at 4:00 PM for our weekly Barometer Readings webcast
Featuring timely insights on market leadership and positioning, followed by live viewer Q&A.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.