Munn Barr Investment Management at Steward Partners

Clarity, Dedication, Structure

Advice Starts Here

Munn Barr Investment Management provides comprehensive advisory services for high-net-worth individuals, multi-generational families and foundations. Principals Christine Munn and Tom Barr have decades of experience in managing customized portfolios designed to meet the investment goals and risk tolerance of their clients. They are supported by Arline Strelzik and Wyn Fredericks, who ensure that clients' administrative needs are accurately met on a timely basis.

Portfolios are managed with a long-term view and an emphasis on quality. Asset allocation is determined at the onset of the investment process in the belief that it is key to meeting client goals. The equity component is well diversified, designed to provide the benefits of compounded growth over time. The bond allocation, focused on short to intermediate maturities, is constructed to provide income and help offset volatility in the stock market. Munn Barr Investment Management uses Raymond James and Pershing (a division of Bank of New York Mellon) for custody and has access to additional world class resources they provide.

Who We Serve

Clients, along with their financial support network, be it their lawyer, accountant or family member, are considered partners in establishing a good working relationship and formulating a successful long-term strategy. Both Barr and Munn have a long history of acting as a fiduciary on behalf of their clients. Frequent contact and portfolio reviews are important in maintaining the relationship and ensuring that strategies remain appropriate.

Munn Barr Investment Management


Christine Munn
Partner | Managing Director | Wealth Manager

Thomas N. Barr
Partner | Managing Director | Wealth Manager

MEET THE TEAM

Contact Us

Our Office

MUNN BARR INVESTMENT MANAGEMENT

99 Park Avenue, Suite 1910, New York, NY 10016.

Phone:
Christine: (212) 364-0330
Thomas: (212) 364-0319

Email: 
[email protected]
[email protected]

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