Barton Management

A Focused Equity Investment Strategy Capitalizing on Innovation

Barton Investment Management is an independent investment advisory firm based in Conshohocken, Pennsylvania. We specialize in providing personalized, high-quality equity investment strategies for individuals, families, and institutions. With over 50 years of combined experience, our team of seasoned professionals has a proven track record of generating exceptional returns while minimizing risk.

Our Approach to Investing

Our investment process is driven by a deep understanding of the market coupled with meticulous research and analysis. We prioritize quality growth companies with competitive advantages and long-term potential. Our clients receive regular updates and detailed reporting on their investments, ensuring transparency and accountability.

Our Values

At Barton Investment Management, we adhere to core values that guide our decision-making and interactions:

• Client-centeredity: We prioritize understanding and exceeding our clients' needs and goals.
• Integrity: We conduct our business with honesty, transparency, and accountability.
• Innovation: We embrace new ideas and technologies to enhance our investment process and client experience.
• Sustainability: We are committed to responsible investing that aligns with environmental, social, and governance (ESG) principles.

Our Leadership Team

Our experienced leadership team comprises:

• J. Barton Riley, CFA: Managing Partner and Founder with over 50 years of investment experience.
• H. Barton Riley, CFA: Director of Research and Portfolio Manager, leading the research and investment selection process.
• Janna M. Forte: Chief Compliance Officer, responsible for overall business operations and client service.

Why Choose Barton Investment Management?

• Proven track record of outperforming market indices.
• Personalized investment strategies tailored to each client's needs.
• Transparent and regular reporting and communication.
• Commitment to ethical investing and sustainability.
• Accessible and responsive team of experienced professionals.