WE HELP INDIVIDUALS
IDENTIFY & ACHIEVE THEIR FINANCIAL GOALS.
Our primary objective is to create a long-term investment partnership with you, adding value to your portfolio and giving you financial peace of mind. Toward this aim, we provide a personal approach to your investments and an innovative approach to client engagement and education. We want to show you the side of the market that we see each day: every single moment is exciting and full of endless possibility.
We actively manage a portfolio that is right for you.
We develop your customized financial program based on key information and advanced strategies.
And we do not require a minimum amount to get started.
Our objective is to work with clients for a lifetime and we have a vested interest in seeing you reach your financial goals.
P L A N
We outline your financial goals and construct an investment and retirement plan based upon those goals and your personal risk tolerance.
C R E A T E
We open the proper retirement, education, and investment accounts, and as needed, transfer and consolidate your previous 401(K) plan, IRA, or investment accounts.
M A N A G E
We manage your portfolio to best achieve your financial goals, and continuously look for investment opportunities and plan for potential risks. You always have direct access to, and communication with Adam Barnai, your portfolio manager.
I N F O R M
We provide answers to all of your questions and better your understanding of the financial markets through informative updates about current events and market conditions.
R E V I E W
We review your portfolio together anytime you experience a significant financial or life change to refine your investment goals and discuss potential changes to better meet your goals.
S U P P O R T
We are readily available to answer all your questions and discuss your financial circumstance and goals, as well as provide you with friendly administrative and technical support.
We are paid a percentage of the assets we actively manage for you, and all fees are directly deducted from your investment account -- there are no additional out of pocket fees.
Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. After 20 years of owning a personal design and remodel construction business and 14 years of managing his personal portfolios (through two major bear markets and two bull markets) Adam passed the Uniform Investment Advisor Law Exam in 2014 and began building the foundation for his investment advisory firm. In May of 2015, Barnai Asset Management LLC became a registered firm in the state of Colorado.
For Adam, it is an exciting thought that each market participant is a part of the world economy, influencing it in some way. He continually researches historical stock market price movements as a guide to interpret current events and to anticipate future price moves. He stays informed of U.S. and international financial news to get the pulse of the world’s financial markets and to ascertain investor sentiment. When he sits at his trading desk, making investment decisions for client’s portfolios, he knows that there is no other place he would rather be and no other job that he would rather be doing.
Caitlin Erwin, the administrative associate for Barnai Asset Management LLC since 2015, is passionate about helping people prepare for their futures. Her commitment to efficiency and organization shines through in both her professional and personal life. Whether onboarding a new client, sailing, or freediving, this commitment is clear.
Caitlin coordinates and executes administrative, technical and design projects to ensure smooth and efficient management. She supports clients with strong communication skills, coordinated with fast and effective assistance. She seamlessly guides new clients through the onboarding process, manages client billing, provides administrative support while integrating and maintaining BAM’s sophisticated technology solutions.
We believe in investor.com’s mission to promote fiduciary advice and help Americans find a financial advisor they can trust.
Our Brokerage Firm, Shareholders Service Group is a SIPC insured Brokerage Firm with a wide variety of investment options, an experienced team, and competitive technology.
Our Custodian, BNY Mellon's Pershing is the industry's largest provider of clearing, custody and settlement solutions with a commitment to the safekeeping of our global client assets.
Pershing's NetXInvestor is an elegant online platform that allows our clients to easily view and access their accounts from any device.
Redtail Technology enables us to securely store and organize client information, records, emails, and documents so we can spend more time creating and nurturing our client relationships.
WeTransfer is a simple and secure way to send large files. They believe in creativity and advocacy, and give away 30% of advertising space to creatives they admire and causes they care about.
Ranked #1 for Financial Marketing Platforms two years in a row, FMG Suite helps us stay connected and build relationships. Their team is rich in financial services experience and fearless creative talent.
We work with the industry leading electronic signature platform, DocuSign, to allow prospects and clients to complete and sign necessary forms securely and easily, on their own time.
- Jim Rohn