A team with a unique approach
We are a seasoned team with over 150 years of combined experience in wealth management, trading, investments, financial planning and client services.
The King, Barrios & Bartlett Investment Group was founded in 1995 by Brian King. We are a dual registered, open architecture, boutique financial advisor team with RBC Wealth Management. As such, we have the ability to offer the flexibility of investment advisor services for a flat fee, provide commission based brokerage services, or provide institutional quality consulting solutions for a flat fee utilizing leading external investment managers.
We are able to leverage our team structure across the local, regional, national and international offerings of RBC Wealth Management to design and implement a highly personalized, bespoke investment strategy and wealth plan for our diverse clientele of high-net-worth families, executives, endowments, foundations and institutions.
We are proud to have been working with clients for over 25 years as a team. We are also proud to be working for RBC Wealth Management, a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping our clients accomplish their wealth management goals.
We look forward to working with you to help achieve your goals over the coming years and decades.