Registered Minority and Women Business Enterprise (MWBE) with New York Empire State Development | Certified Disadvantaged Business Enterprise (DBE) 
Certified Investment Management Analyst with the Investment Management Consultant Association (IMCA)


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Personalized Investment Strategies

At Barak, we'll get to know your objectives by identifying your time horizon, risk profile, and goals and we'll create customized strategies to fulfill them. Our team uses a mix of asset classes including cash and cash equivalents, stocks, bonds, mutual funds, exchange-traded products (ETPs) and alternative investments, such as commodities and real estate investment trusts (REITS) to manage your tailored strategy.

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Common Types of Funds

Achieve your investment goals with our help. We work with bonds and mutual funds, which have the best asset value and are calculated once at the end of each day. These investments or assets are typically pulled from stocks or bonds. Also, we work with retirement assets, group investments, or securities, which are shared by individual investors and represent portions of the holdings of a fund.

Marketable Security

An exchange-traded fund, or ETF, is a marketable security that tracks an index, a commodity, bond, or basket of assets. A better way to think of an ETF is how it relates to mutual funds. Like mutual funds, ETFs trade as common stocks on a stock exchange. There are many benefits to investing in an ETF, some of which include:

• A Diversity of Stocks
• Lower Fees

• Lower Costs than Other Funds

• Immediate Reinvestment