Information stored on our site is presented by category. All documents on this page are in PDF format and can be viewed with either Adobe Reader of Preview if your a Mac user. If you do not have Adobe on your computer you can download a free version of Adobe Reader at the Adobe website @ www.adobe.com.
Information on Barry Capital
- Firm Capabilities and Services: An overview of Barry Capital services, philosophy and capabilities.
Regulatory and Compliance Documents
- Barry Capital Registration Statement: A copy of the firms registration as an Investment Advisor.
- Bob Barry, CFP®- A copy of our principals registration details.
- Privacy Policy- Annual disclosure of the firm's policies with respect to privacy of nonpublic information.
Data Forms
- Preliminary Data Form: Used in conjuction with preparing qualification for services. Upon completion please return the form to Barry Capital either by regular mail at our street address, or by scanning the form and emailing us a copy.
Client Risk Assesment Profile
- Risk Profile Questionnaire: Our form for working with clients on establishing an appropriate risk profile to aid in goal setting and portfolio design.
Current Topical Matters
- Durable Powers of Attorney: The use and construction of the document.
- Durable Powers of Attorney: The Current Landscape and Issues.