Private Client Services

Our Private Client Services group was created to serve the unique investment needs of wealthy individuals and businesses. Each private client relationship is a personal one that begins with an assessment by one of our experienced investment professionals of a client's needs, risk tolerance, time horizons, goals and objectives. Once a client's situation is assessed, our investment professionals design a customized investment plan to be implemented on a non-discretionary basis, or on a discretionary basis through our affiliate Barrington Asset Management, Inc. Depending upon the investment plan and asset allocation recommendation, our investment professionals can select from a number of products, including equities, fixed income, derivatives, mutual funds and money markets. Through an ongoing interactive relationship with the client, the investment plan can be modified as needed to reflect changes in a client's situation or market conditions.

Private clients have access to the same quality research, advisory and execution services provided to our largest institutional clients. Our trading desk is capable of executing most any desired transaction and all of our private clients have access to the Research Online portion of this web site. Through Research Online, clients have instant access to all of our research products and information on most publicly traded companies including: price quotes, fundamental data, consensus earnings and recommendations, news releases, charts and other useful data. Each client can also screen for companies based on a number of variables, create individual portfolios and receive e-mail alerts, as well as personalize Research Online to provide them the information they need most.

We offer a wide variety of accounts to fit the needs of each private client, including traditional cash accounts, margin accounts and retirement accounts. We can also provide cash management services such as check writing, Visa debit cards and direct deposit.

Corporate and Executive Services

In addition to those services offered to individual investors, Barrington Research offers many services to specifically assist businesses and the executives that run them. These services include:

• Corporate Share Repurchases
• Corporate Cash Management
• Sale of Restricted & Control Securities (Rule 144 Transactions and Rule 10b5-1 Trading Plans)
• Equity Risk Management - Hedging Strategies
• Exercise of Employee Stock Options
• Pension & Profit Sharing Accounts

For more information about our Private Client Services, please e-mail Craig Christensen at cec@brai.com, or call at (312) 634-6356.