At Barnstone Advisors, we approach investment management as one leg of the planning stool. Our portfolio management style reflects a combination of the science of investing with the art of the client-planner relationship. Our client portfolios are uniquely designed to fit the individual needs and goals of each client. We overlay our clients’ unique situations and risk tolerances on our guiding principles to determine the most appropriate investment approach to achieve their goals. Barnstone measures success not by performance, but rather by the achievement of your goals.
Our disciplined approach to investment management is guided by our belief in these guiding principles: