Private Clients

Our Private Client Team works with you to ensure that your portfolio remains in line with your financial planning goals. Our clients have direct access to the Investment Team, their thoughts, and up-to-date commentary on what is relevant in the markets and their portfolios.

Advisors

Barometer partners with select investment advisors across the country, bringing them a unique investment solution through our suite of private pools and prospectus fund offerings.

Institutional Investors

Barometer provides pension plans, corporations, government agencies, foundations and other not-for-profit organizations with investment solutions to meet their unique investment challenges.

Mutual Funds

Barometer Capital Management offers three distinct mutual funds.

Private Pools

Barometer offers five Private Pools in three different asset classes.

Separately
Managed Accounts

Have your portfolio managed on a segregated basis.

Mandates

Four distinct investment mandates target specific model portfolios.