Broker Check

Investment Disclosures

Performance: Future performance of any specific investment or investment strategy cannot be guaranteed, including the investments and investment strategies recommended by Barrett & Company.

Reliance on Information Provided: Barrett & Company relies upon information provided by you, including your personal / financial information. This information forms the basis of our relationship and is used to determine your investment objectives and investment suitability. Accordingly, in the event that any such information provided is inaccurate or incomplete, the corresponding results or recommendations will be inaccurate or incomplete.  Your information may change periodically and can impact your financial situation and / or investment objectives.  Therefore it is important that you notify us of any changes so that we may update our records and review your portfolio.

Projection Limitations: Projections are based on various assumptions and are therefore hypothetical in nature and in no way guarantee results. Materially different results could occur at any specific point in time or over any specific time-period. The purpose of the projections is to provide broad and general guidelines to help determine which scenario best meets current and/or anticipated financial situations and/or objectives.