(888) 980-4448  |  (630) 344-6334

Services Overview

Barnhart Investment Advisory (BIA)  is a fee only registered investment advisory firm that provides investment management and planning services to individuals and families.

After a review of the client background and objectives BIA will create and manage  a customized portfolios (or multiple portfolios) generally consisting of mutual funds and/or ETF’s (Exchange Traded Portfolios) as appropriate to client circumstances.

BIA does not mandate a minimum account or relationship size, but may selective in the type of client taken on to ensure a proper philosophical fit and working relationship.

BIA receives an advisory fee based on assets under management.  BIA does not receive brokerage commissions or take custody of client assets.

Call Us Today at (888) 980-4448 or (630) 344-6334