We are committed to serving
our clients through excellent
customer care, transparency,
Investment Management with E. S. Barr & Company
Established in 1992, E. S. Barr & Company is an independent, privately held investment management firm located in Lexington, Kentucky.
High net worth individuals, families, and institutions trust us to manage over $1 billion of their assets utilizing our proven, disciplined investment strategy.
Our clients’ interests always come first.
We are committed to serving our clients through excellent customer care, transparency, and confidentiality. As a fee based asset manager, our incentives are aligned with those of our clients. This is why our average client relationship spans more than a decade with many greater than 20 years.
Differentiated philosophy and disciplined approach to investment management.
We are patiently seeking to invest in individual high-quality publicly traded businesses at a discount to our estimate of their value. Through market upturns and downturns, we have demonstrated an ability to preserve capital and build wealth through careful security selection and steady compounding. With an average holding period of seven years, our strategy is also tax efficient.
Personal service, independent mindset.
Through our team approach, we aim to provide exceptional personal service. We offer advice and make decisions after understanding your unique goals and relying on our extensive experience.
E. S. Barr & Co. is an SEC registered investment advisory firm.