Our Company
Anthony Barrese Asset Management was founded with the goal of assisting you pursue your personal financial goals through a very simplistic and efficient approach, without stress or pressures. By carefully listening to your needs we can provide a customized investment strategy that will complement your goals and lifestyle.
Our Philosophy
1. We use comprehensive and diversified portfolios that are actively managed.
- Using a combination of specialized investment managers, multiple asset classes and geographic diversification helps to manage risk and optimize returns.
- Actively managed accounts allows for continuous adjustments based on changes in global markets and economic conditions.
2. We invest for the long term.
- Being patient allows investors to endure market volatility and to take advantage of opportunities when they arise.
3. We believe in simplicity.
- We use investment products and strategies that are straightforward and transparent which makes the whole investment process clear and understandable.
4. We promote tax efficiency.
- Our investment accounts include techniques to help reduce the impact of taxes.
What Makes Us Unique?
With a wide selection of financial advisors and money managers to choose from, why should you come to Anthony Barrese Asset Management?
1. We operate as an independent firm.
- Our company does not own or have a financial interest in any product that we recommend.
- We have the freedom and flexibility to choose from a wide range of investment options that allows us to offer customized solutions to meet your needs.
2. Our only function is to manage financial assets for investors.
- Your accounts are continuously monitored and adjusted based on changes in the markets and the economy.
3. We educate and coach you to avoid common pitfalls that reduce investment performance such as:
- Picking inappropriate investments.
- Fleeing from market downturns.
- Chasing returns and following the herd.
- Not adhering to your long-term investment plan.
- Being influenced by irrelevant information, the media, and your emotions.
4. We pride ourselves in staying in close and constant contact with our clients.
- You will be contacted several times a year to review and monitor your account performance and to review your investment goals and risk tolerance.
- You deal directly with a licensed investment professional and not a "customer service representative".
- Calls and emails are returned promptly.