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Barrack Yard Advisors
About Barrack Yard Advisors
Investment Advisory services offered through Donnelly Steen & Co., a U.S. SEC-registered investment advisor. Barrack Yard Advisors and Donnelly Steen are not
affiliated entities.
ABOUT BARRACK YARD ADVISORS
Manage investments to compound money, insulate wealth.

 

Barrack Yard Advisors invites clients to step out of the reactionary Wall Street crowd, into an investment environment defined by 5 Enduring Principles, a global investment view and experienced investors.

Using proprietary investment strategies and methodology, we have a track record starting in 1997.  Track our investment performance.

The investment tools you need to build the financial future you envision:

Investment Management Services

  • Manage money for individuals on discretionary basis (fees apply)*
  • Employ proprietary strategies focused primarily on individual securities
  • Construct, monitor and manage client portfolios as we do for ourselves

* All transactions run through a third-party custodian

Investment Philosophy

  • Protect wealth from the unknowable future by thinking, “margin-of-safety”
  • Buy quality at a reasonable price and buy everything else on bargain basis, or not at all
  • Leave the crowd behind: use caution when things look good, embrace optimism when they look bleak

Methodology

Methodology Chart

Copyright 2013, Barrack Yard Advisors, LLC All rights reserved | 610.525.0949 | 100 Chetwynd Drive, Suite 204 ,Bryn Mawr, PA 19010. Martin Leclerc is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative with Coastal Investment Advisors. Neither Coastal Equities, Inc. nor Coastal Investment Advisors is affiliated with Barrack Yard Advisors. Investment Advisory Services are offered through Coastal Investment Advisors, a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Securities are offered through Coastal Equities, Inc., Member FINRA/SPIC, 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.
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