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Strategic Partners

Clear Harbor Asset Management

Emerging Blue Chip Strategy

Every generation is represented by a group of successful companies that define the times.

The emerging Blue Chip strategy seeks to invest in a diversified portfolio of the most relevant companies of our time. The process embraces foundational investment principles of allowing great companies the time to compound returns and to be alert for the early inclusion of the companies that will lead in the period ahead.

This Separately Managed Account strategy is managed by New York based Registered Investment Advisory firm Clear Harbor Asset Management. Portfolio Manager Jacques Cattier has led this investment approach since 2007.

Disclaimer: Please note that past performance is not a guarantee of future results. The above summary/statistics/recommendation has been obtained from sources believed reliable, but are not necessarily complete and cannot be guaranteed, errors and omissions accepted. These suggestions are intended for your use for arriving at a reasonable, fully explained, investment decision and not as a compilation of the only possible investment vehicles and models. Accounts managed by Security Asset Management (SAM) require signed advisory agreements in addition to those at Barrett & Company. For these separately managed accounts, SAM accounts are managed by SAM not Barrett & Company. Barrett & Company and its affiliated organizations and/or their employees, officers, affiliates, or members of their families and investment portfolios managed by such organizations, may have a position in the securities and/or options relating thereto from time to time in the open market or otherwise. Additional information available upon request.