David Burrows serves as Chairman and Chief Investment Officer, leading the firm's top-down market and sector risk strategies since beginning his career in Private Client Management in 1986, consistently putting clients' needs at the forefront. The leadership team includes Geoffrey Spidle as President, Peter McCarthy as Managing Partner, Diana Avigdor as VP and Portfolio Manager (CFA), and Jim Schetakis as Senior Portfolio Manager. The firm is 100% employee-owned and independent, serving approximately 300-400 high-net-worth families with a client mix of 40% private clients, 40% Investment Advisors, and 20% institutional investors. Barometer's lineage dates to 1991 as First Associates Investments Inc., adopted the current name in 2006, and merged with Roundtable Capital Partners Inc. in 2020.

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Barometer employs 'The Disciplined Leadership Approach™' as their proprietary investment philosophy, combining active, style-agnostic market and sector trend analysis with rigorous quantitative security selection. The firm is unique for its commitment to producing consistent absolute returns rather than relative performance, emphasizing disciplined selling strategies with clearly defined exit prices and stop-loss alerts. The approach involves daily assessment of market risks and tactical management of asset class and sector weightings based on changing market conditions, allowing the firm to remain style-agnostic across value, growth, and sector strategies without bias.

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