Welcome

Barton Investment Management, LLC, established in 2006 has a primary investment focus on managing concentrated portfolios of younger growth company common stocks.

Most of our clients are taxable individual investors and families, whom we have served for more than ten years while employed at other, larger investment firms.

In serving our existing clients, we also provide counsel on no-load, value-oriented mutual funds, pre-existing low-cost basis equity holdings, and high quality debt instruments.