Our mission is to create tangible wealth for the ambitious by using experience, technology and education to maximize returns in order for you to realize your dreams. Together let's advance what's possible.
Ambition is the desire and determination to achieve success.
Ambition involves being able to set a goal and realize what’s truly possible.
Ambition is what drives you.
When you’re about to engage with a wealth management professional, it’s important that you’re a part of the process every step of the way. That’s why based on the objectives you have in mind, the team at Barnai Asset Management is committed to a true, long-lasting partnership.
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’ve added a brand new, best in class wealth portfolio management software, Black Diamond®. This is one of the most cutting edge solutions available, giving you 24/7 access to your account and positions.
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 client assets.
Our Brokerage Firm, Shareholders Service Group is the highest rated custodial platform.* They are SIPC insured and provide a wide variety of investment options, an experienced team, and competitive technology.
*T3/Inside Information Advisor Software Survey
We work with the most trusted electronic signature platform, DocuSign, to allow prospects and clients to complete and sign necessary forms securely and easily, on their own time.
We’ll celebrate your milestone achievements along the way, accompanied with sound financial advice and recommendations to help you get to where we already know you’re going.
Don't just chase your dreams. Catch them.