Invest with intelligence.
A disciplined process for serious wealth.
Barrett Capital is an independent, fee-only fiduciary, which means our advice is built around your interests. We help individuals, families, and institutions make better decisions about investing, retirement, taxes, and wealth preservation, supported by our disciplined Global AI® investment process.
Schedule an introductory conversation See how Global AI® works
A conversation, not a sales pitch. If we’re not the right fit, we’ll tell you.
- 25+ yearsServing clients in multiple states for more than 25 years
- Fee-onlyOur fee is our only compensation. No commissions, no product sales.What fee-only means
- CPA & CFP®Credentialed professionals on our team
- Global AI®Our proprietary, systematic investment process
The hardest part of investing isn’t choosing investments. It’s staying disciplined.
When markets fall, fear argues for selling. When they soar, confidence argues for chasing. Both feel reasonable in the moment, which is exactly what makes them costly.
Conceptual illustration of a commonly described investor-emotion cycle. Not based on market data, and not a depiction of any Barrett Capital strategy or result.
Global AI® asks the same questions in every market.
Our proprietary process evaluates fundamental and macroeconomic data across global markets, so decisions start from evidence rather than headlines.
- What are fundamental and macroeconomic data indicating?
- How have risks changed across developed and emerging markets?
- Does current positioning still fit each client’s objectives and tolerance for risk?
Experienced investment professionals develop and oversee the process. Investing involves risk, including loss of principal.
Advice that begins with your situation.
Wealth questions arrive attached to a life: a retirement date, a company sale, a loss, a legacy.
Your next chapter
Approaching or enjoying retirement
Turn “Can I retire?” into a plan for income, taxes, and investments that supports the life you want.
Retirement planningAcross generations
Families with significant wealth
One coordinated picture across accounts, advisors, and generations, aligned with your intentions for family and philanthropy.
How we help familiesWhat you built
Business owners and executives
Prepare for a sale or succession, coordinate concentrated positions, and turn a liquidity event into lasting security.
How we help ownersWhen life changes
Navigating a transition
After the loss of a spouse, a divorce, or an inheritance: clear explanations, at your pace, for decisions that shouldn’t be rushed.
How we help in transitionsYour mission
Foundations and institutions
A disciplined, systematic investment approach for long-horizon objectives.
Institutional investment managementYour plan and your portfolio shouldn’t live in separate rooms.
Many of the most consequential financial decisions sit where planning and investing meet. We handle both, as one team.
Your financial plan
- Retirement income and spending
- Tax planning, with your CPA
- Estate coordination, with your attorney
- Social Security and Medicare timing
- Education and family goals
Where they meet
- Roth conversion analysis
- Tax-aware withdrawals
- Charitable gifts of appreciated assets
- Liquidity for major goals
Your portfolio
- Global AI®-guided allocation
- Developed and emerging markets
- Liquid, risk-managed strategies
- Ongoing monitoring
- Customized to your objectives
Is your financial life working as one plan?
Six questions we ask in every first conversation. Answer them for yourself; it only takes a minute.
An educational self-check, not advice. Nothing you select is stored or shared.
- Do you know exactly how your advisor is paid, and by whom?
- Does your investment process have defined rules for volatile markets?
- Are tax decisions coordinated with investment decisions during the year, not just at filing time?
- Do your account titles and beneficiaries reflect your estate plan?
- Could you describe, in one sentence, what your portfolio is designed to do?
- Do you review your plan on a regular schedule?
Answer the questions above to see where a conversation could add clarity.
Advice with names attached.
The people on this page are the people you work with: investment leadership, compliance, quantitative research, and client relationships, under one roof.
Russell E. Lundeberg Jr., CPAChief Executive Officer & Chief Investment Officer
Ryan Greenlee, CFP®Chief Operating Officer & Chief Compliance Officer
Damir StrmelDirector of Quantitative Development
Spencer HinesRelationship Consultant
Jeff LearRelationship Consultant
Russell Lundeberg’s investment perspective has appeared in The Wall Street Journal, CNBC, Bloomberg Television and Radio, Reuters, Investor’s Business Daily, and The Washington Post, among others.
We don’t try to predict markets. We built a process to respond to them.Barrett Capital investment philosophy
What happens when you reach out.
No surprises. Here is the whole path, start to finish.
An introductory conversation
We ask about your goals, your concerns, and your current situation. You ask us anything, including how we’re paid.
A complete picture
If it makes sense to continue, we gather your full financial picture through our planning platform, so recommendations rest on facts.
Your recommendations and fee, before you decide
You review the proposed plan, investment approach, services, and fee before committing to anything.
No obligation at any step.
Fees, plainly
Transparent by structure.
- Fee-only: our fee is our only compensation
- Your fee and what it includes, explained before you commit
Choosing an advisor
What does fee-only financial advice mean?
How fee-only differs from “fee-based,” and the questions worth asking any advisor.
Read the articleInvestment strategy
How does a risk-on / risk-off strategy work?
Allocation posture that responds to evidence, explained conceptually, including what it doesn’t attempt.
See our approachRetirement
What should I bring to a retirement planning meeting?
A practical starting point for organizing your questions and financial picture.
Retirement planningThe first step is a conversation.
Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.