Katie Stuart's Colleagues at Barnett & Company
Katie Stuart's Contact Details
423-756-0125
Chattanooga, Tennessee, United States
Barnett & Company
Katie Stuart's Company Details
At Barnett & Company, we regard the management of our clients' investment accounts as an ongoing process of consulting. Our firm works to enhance the value of each portfolio by constantly seeking, evaluating and acting on information that can affect its effectiveness. Our compensation from each client is based on the market value of that investor's assets at the beginning of each calendar quarter. Since our fees are a function of the size of each portfolio we manage (subject to our minimum fee requirement), we share the same side of the table with our clients in making the decisions that affect their investments. Barnett & Company earns no commission from the sale of any investment product or service. It would be unlawful for us to do so, in fact, since we are registered with the Securities and Exchange Commission, an agency of the United States government. We believe this orientation also allows us to avoid the conflict-of-interest questions that could arise with a financial counselor who offered investment advice and then collected a commission or fee for its implementation. Our firm adds value through the research we perform, the quality we offer in supervising assets, and the uncompromising nature of the advice we give our clients. Is an affiliation with Barnett & Company in your best financial interests? We invite you to contact us at 423.756.0125 to find out more or to set up a no-obligation analysis of your current financial holdings.