Investments

Planning for your financial future means carefully considering your investment options.  It makes sense to develop a portfolio that aligns with your values and interests.  It’s also important to be clear on what financial independence really means to you and what you hope to achieve with your investments.

At Barnum, we believe in developing investment portfolios that emphasize quality, diversification and personal priorities. Our skilled advisors listen closely to your goals, then create strategic portfolio recommendations based on their expertise and your input.  From creating a first-time portfolio to complex wealth management, we are always here to help you achieve your financial goals.

Our perspectives for Investments

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MetLife Firm of the Year

2004, 2005, 2006, 2007, 2008, 2012, 2013, 2015, Unprecedented Eight Time Winner, #1

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Investments

Whether it's creating a first-time portfolio, to complex wealth management, we believe in developing investment portfolios that emphasize quality, diversification and personal priorities.

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I work with you to develop and implement investment strategies tailored to meet your personal needs, opportunities and goals.
john foreman
MBA, CIMA®
Investment Director

Our Promise

Create Confidence Through Knowledge

We empower you to be in
control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care
about you

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

We are your
trusted partner

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

We help you optimize
your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.

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