Barry T. Denny operates as a sole proprietorship offering personalized asset management services to individuals, personal and charitable trusts, and charitable foundations. With a conservative investment philosophy rooted in fundamental analysis, Barry T. Denny focuses on selecting domestic stocks and bonds while avoiding speculative strategies like day trading, options, or market timing. Portfolios are tailored to each client's specific time horizon and risk tolerance using a completed portfolio parameters worksheet. The firm manages discretionary client assets with a preference for individual securities, though mutual funds and exchange-traded funds may be utilized for diversification when necessary. Barry T. Denny acts in the best interest of clients as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.25% |
| $1.5M+ | 0.20% |
Fees are fixed and not negotiable.