Barometer Capital Management is an independent, employee-owned investment management firm that oversees portfolios for high-net-worth individuals, endowments, foundations, and other institutional clients. Barometer offers several portfolio strategies, including tactical income, tactical balanced, tactical equity, tactical Canadian equity, and tactical asset allocation. The firm uses a disciplined leadership approach that combines top-down market and sector trend analysis with bottom-up fundamental and quantitative research to identify market-leading companies while maintaining a strong focus on capital preservation through strict stop-loss rules. In addition to separately managed accounts, Barometer manages private investment pools and mutual funds. Clients work with a dedicated team of portfolio managers and investment strategists to develop customized mandates tailored to their financial objectives, risk tolerance, and time horizons.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $5.0M | 1.40% |
| $5M+ | 1.20% |
Fees are based on separately managed account schedules. Additional performance-based fees of 20% of returns exceeding specified benchmarks also apply. Private pool and mutual fund fee schedules vary.