Joseph M. Barry, Jr., CFA® & Patrick J. Barry
Our Investment Philosophy
As a client of Joseph Barry Co., you are advised in accordance with your needs, with resources allocated among equities, fixed income, and cash equivalents, as determined by their relative rates of return. Securities that are recommended are priced favorably compared with the historical averages of earnings and book value in the case of equities. For bonds, the historical average of interest rates is the benchmark. Client sensitivity to risk is considered when any investment recommendations are made.