Munn Barr Investment Management at Steward Partners
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
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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