Client-centric Approach

Back in the 1930s, the firm’s founder, C. Redington Barrett, recognized that no one investment strategy worked for all investors. He also believed that building long-term client relationships were going to be his biggest asset. Thus, he sought to create a firm dedicated to understanding and meeting clients’ individual investment needs, implementing a vision that is followed to this day.

Guided by Barrett’s motto—Independent Thinking. Tailored Solutions—since the very beginning, Barrett Asset Management has been committed to the delivery of extraordinary client experiences, “Which has been a hallmark of our firm since its founding and remains an endearing value that we honor with each client interaction,” says Campbell. A multi-generational firm serving multi-generational wealth, Barrett draws its success from a disciplined process of client-centric service, investment research, analysis, and strategy.

“We work to understand and appreciate the complexity each client faces at the intersection of their wealth and the many other important facets of their lives.” Each investment portfolio is created based on the client’s distinct objectives for their income and growth goals. Working closely with each client, this team of finance professionals designs a detailed strategic overview of the client’s overall situation and their objectives to blueprint the wealth management roadmap for them.

Multi-disciplined Squad

“Our clients rely on us for our expertise and objectivity and value us to be their advocate in an ever-changing wealth and investment landscape.” Addressing every need and concern, at the core, a team of highly experienced portfolio managers, client servicing specialists and wealth management professionals work as a unit to bring tailored solutions to each client.

Working in close collaboration with each other, the Barrett team works to gain a thorough understanding of their clients’ expectations and objectives. The tenure of this multi-disciplined teamwork also brings decades of institutional knowledge internally, and continuity externally. Per Campbell, “The next generation of leadership at Barrett, which crosses over at least 3 and 4 generations of clients, brings a collaborative and inclusive style of management. Maximizing the strengths of the team has been paramount.”

Each employee of the firm has a common purpose that binds them to the organization, and each other. “Yes, we each have our life experiences and challenges—but we bring our full selves to our work and the relationships we serve.  All of us here are pursuing our passion, which is the consistent delivery of an exceptional client experience. This is something we define as elevating the success of those we are privileged to serve; however, our clients may define that success themselves,” says Campbell.

Graeme’s Story

Graeme has been an investment and wealth management professional for more than 20 years. She joined Barrett in 2017, before which she was Senior Vice President and Director of Wealth Management at Inverness Counsel. “Barrett, its leadership, team, clients, and culture all resonated with me—fit is incredibly important, not just for professionals, but for the clients and the firms they elect to engage with. After my due diligence, Barrett, the team, and the clients’ needs felt right and there was an opportunity to serve as part of the leadership team and provide depth to the broader team,” she shares.

Here, she serves as an advocate for wealth creators and their families, specializing in collaborating with multi‐generational family relationships and their other trusted advisors to create tailored wealth solutions. In addition to serving as a member of the firm’s Investment Committee, she is also a Portfolio Manager.

Graeme has been recognized numerous times by the wealth management industry for her deep knowledge, strategic expertise, and passion to serve her clients. Not to mention, she has also been selected by Private Asset Management as one of “The 50 Most Influential Women in Private Wealth.”

Outside of the office, Campbell serves on the Board of Trustees of her alma mater, Skidmore College, as well as a public charity that focuses on youth and entrepreneurship. She is a passionate advocate for financial literacy and entrepreneurship for both youth and wealth creators. When not working, she enjoys spending time with her family, and raising her two young children. She enjoys travel, athletics, music and visiting Maine, where she grew up.