Overview

Barkey Financial is a limited liability company that specializes in peerless client relationships - specifically the management of assets and unique solutions for client concerns that require “outside-of-the-box” thinking.
Barkey Financial strives to understand the relationship between investment risk and reward for each client and to add value to that relationship by the careful selection of assets within a low fee structure. To this end Barkey Financial selects a variety of mutual funds indexed to a selection of market interests as the core to any portfolio. The use of additional mutual funds and this asset allocation model benefits from the best of market conditions and resists market downturns through diversification of hundreds of individual equity, fixed-income, and money-market instruments.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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