Portfolio Manager
CurrentI work closely with clients to create and implement tailored wealth management strategies. I am a member of our Investment Committee and also contribute to the investment research process in addition to my portfolio and relationship management responsibilities. I hold the Chartered Financial Analyst® designation, and I am a member of the CFA Institute and the CFA Society Boston.Middleton & Company is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management. Our mission is simple: to help our clients achieve a sense of comfort and clarity about their financial lives. We have only achieved our goal when we help you achieve your goals.At Middleton & Company, you work with an investment management firm that puts you and your interests first. Our passion for taking care of clients motivates us every day in our dedication to providing personalized service and tailored solutions. At our firm, clients are not just account numbers or anonymous assets in a pool of funds, but are real people who require individual attention.Integrity underlies all of our investment decisions. As a matter of policy, since our inception in 1984 we have avoided direct investments in alcohol, tobacco and gaming stocks. And, in our client relationships we do not sell investment products and do not accept any commissions. We are paid only by our clients for independent, unbiased advice. We believe that this makes good business sense, good investment sense and good common sense.Middleton & Company’s independence strengthens every aspect of our relationship with you, the client. It fosters genuine dedication to service and enables us to maintain a long-term focus. Our employee-owned structure supports the stability and continuity of our team, making it possible for enduring relationships to thrive.To learn more about Middleton & Company, please visit www.middletonco.com. I can be reached at barry.hilliard@middletonco.com.
