Our structured Investment Advisory Services processes are aimed to help our clients achieve superior investment returns, while managing risk within an agreed tolerance. We begin with a thorough understanding of our client’s investment aims, objectives and attitude towards investment risk. We then devise their investment strategy, selecting the most appropriate mix of asset classes for their portfolio. Our dynamic approach to Investment Advisory Services aims to meet our client’s needs both now and in the future, considering current and anticipated market trends.
We work with clients to clearly identify goals and create a blueprint for achieving them. A financial plan puts into words what you want to achieve and identifies the tools you need to achieve your life goals. We will work hand-in-hand with you to draft a financial plan specific to your needs. Client Service Model & Pricing - Click here
Before any investment selection or portfolio construction are made, we work with you to define your tolerance for risk, time horizon, income requirements, and other unique needs..
Estate Planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control distribution after your death according to your objectives.
The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable investment. Ideally, though, you’ll want to choose a savings vehicle that offers you the best combination of tax advantages, financial aid benefits, and flexibility, while meeting your overall investment needs.
A Life Insurance plan provides funds for your surviving loved ones if something should happen to you. Your family can use the proceeds to meet a variety of goals.
The decision to donate to charity is a personal one. Although the IRS does not require that you have any charitable motivation when you donate to charity–you can do it strictly for the tax benefits–most people who decide to donate to charity have a charitable intent.
Bury Barbier is a Representative of and offers securities through INFINEX INVESTMENTS, INC., Member FINRA, SIPC, and an Investment Advisor Representative of INFINEX INVESTMENTS, INC. - (800) 218-2827 - 538 Preston Avenue, Meriden, CT 06450. Integral Capital Management, Inc. and INFINEX INVESTMENTS, INC. are affiliated entities.
Securities Offered through INFINEX INVESTMENTS, INC. Member *FINRA & SIPC, 538 Preston Avenue, Meriden, CT 06450 - (800) 218-2827. Integral Capital Management and INFINEX INVESTMENTS, INC. are not affiliated entities.
The information provided by the services and programs within this web site does not constitute a representation on the part of Bury Barbier and/or Integral Capital Management and/or INFINEX INVESTMENTS, INC. Please consult your Legal or Tax Advisor before acting upon any information presented herein.
The web site is not intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security or insurance product, nor shall any security or insurance product be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under securities law of said jurisdiction. Registered Representatives may only conduct business with residents of the states for which they are registered. Please contact your INFINEX INVESTMENTS, INC. representative to request a prospectus. Investing involves risk, including the possibility of loss of principal. Please read the prospectus carefully before you invest.