Fiduciary & Investment Advisor
Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. 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.
His passion for the financial markets and stock investing began in 2000. He quickly realized the financial potential of being an astute investor as well as the vast amount of knowledge and experience required to become such an investor. Over the next 15 years Adam spent a large part of his time studying, researching, and trading in the stock market. In 2015 he created Barnai Asset Management LLC to manage the portfolios of others and offer investment education opportunities.
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.
Administrator & Client Relations
Caitlin Erwin has been working with Barnai Asset Management LLC since 2015. She began behind the scenes, with her Bachelor’s degree in English she helped create and edit educational materials for clients. Her strong communication skills, organizational savvy and passion for helping people propelled her to administrator and client relationship nurturer in 2016.
After years in the hospitality industry and launching her own small business endeavors, she understands the retirement saving and planning needs for the self-employed and independent workforce. She is passionate about helping people financially prepare for their futures, and her commitment to efficiency and thorough communication shine through her work.
Caitlin supports clients in their investment journey with her communication skills, coordinated with fast and effective assistance. She seamlessly guides new clients through the onboarding process, manages client billing, and provides administrative support. She also ensures smooth business operations by integrating and maintaining BAM’s suite of technology solutions and service providers.
Our portfolio management software, Black Diamond® is one of the most cutting-edge solutions available, giving you 24/7 access to your account and positions via desktop and mobile app.
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 clients’ assets.
We partner with the most trusted electronic signature platform, DocuSign, to enable clients to review and complete necessary forms securely and easily, on their own time.
Our Fiduciary Duty is a badge we wear proudly. It includes, and exceeds, our duty to act with loyalty and give unbiased advice that is in your best interest.
We provide you the services and tools for financial success: customized investment strategy, active portfolio management, and financial education.
You win, we win. As a fee-only investment advisor, we charge a percentage of the amount you’ve entrusted us to manage and there are never any out of pocket fees.
We founded BAM on several core values to guide how we work with clients and grow our business. Let us show you how we take your investments personally.