Dale, Barry N.

Overview

Barry N. Dale operates a single-owner, independent registered investment adviser that serves individual and family clients and small businesses with a mix of financial planning and portfolio management. The practice favors a public-market core built from mutual funds and other pooled vehicles, supplemented with third-party hedge funds where appropriate to add uncorrelated return potential or downside mitigation. Fee arrangements combine a percentage of assets under management with hourly charges for planning or project work. The firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Investment activity centers on conventional long-only exposures through mutual funds for core equity and fixed income allocation, while selectively allocating to external alternative managers (hedge funds) and using annuities and corporate debt to address income and credit needs.

Assets & Accounts

Investments & Alternatives

Location & Offices