Our investment strategy has protected and strengthened client relationships for over 40 years.
1974
Dow Jones: 600
Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.
1996
Dow Jones: 5,000
Joseph Barry creates one of the first comprehensive, financial planning-based Investment Management practices within a major Brokerage Firm, thereby eliminating commissions and conflict of interest.
2007
Dow Jones: 13,200
Barry Investment Advisors opens as Registered Independent Advisory firm in New Bedford, MA.
2008
Dow Jones: 7,600
Global Financial Crisis. Dow Jones Industrial Average declines 34%. The firm's recognition of the debt bubble, and contrarian treasury bond positioning protected client portfolios.
2020
Dow Jones: 28,500
The Covid-19 pandemic brings about unprecedented market volatility.
Kate Alves is appointed President of Barry Investment Advisors.
2022
Dow Jones: 29,600
Barry Investment Advisors celebrates 15 years as an independent firm.
