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The Barker High-Quality Growth Model Portfolio

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Rather than blindly following indices or projections, our team prefers to conduct stringent due diligence with each investing recommendation we make.

The output of our screening constitutes the Barker High-Quality Growth Model: Our in-house selection of Standard & Poor’s 500 Index companies that we consider to be higher caliber with superior growth potential.

We then rank these companies by their 3-year revenue growth with only the top 30 eligible for investing.

Interested in Learning More About Our Proprietary Stock Selection System?

Schedule a Consultation

Current Holdings

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Listings contained within our portfolio change periodically. However, many are considered “household names” and cover a wide range of industries:
  • Communication Services
  • Consumer Discretionary
  • Consumer Staples
  • Healthcare
  • Information Technology
  • Energy
  • Financials
  • Industrials
  • Utilities/Infrastructure

Mitigating Risk

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An all-equity position might be too risky or aggressive for some investors. However, we help mitigate risk and volatility through a variety of steadying ballasts from taxable and tax-free income investments.

Options include, but are not limited to, the following:
  • U.S. Treasuries
  • High-Yield Corporate Bonds
  • Mutual Funds
  • Government Agency Securities
  • Exchange-Traded Funds
  • Senior Floating Rate Bank Loans
  • Municipal Bonds

Tracy Barker

Managing Your Portfolio

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Tracy has achieved what only a fraction of Wells Fargo Financial Advisors have: Completion of the coveted Private Investment Management® (PIM) Program. This process consisted of completing a minimum of two years’ experience as a portfolio manager, five years of industry experience and successful completion of stringent securities exams.

What This Means For You:

check mark  A personalized and active approach to asset allocation

check mark  Discretionary decisions are made on your behalf

check mark  Your portfolio is managed with a long-term mindset

check mark  You enjoy a diverse selection and mix of investments

check mark  Your goals and full financial picture are front and center


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Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you. Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the advisory disclosure documents for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.

Running the Numbers

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Your wealth might be placed in our portfolio. But your plan will be created through the dynamic interaction of industry-leading software like eMoney. Using this helps us:

· Project best and worst-case scenarios

· Run simulations to develop plans with the greatest statistical likelihood of succeeding

· Personalize your experience

Does Our Proprietary Portfolio Make Sense for You?

Talk to Our Team
The S&P 500 Index consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market value weighted index with each stock’s weight in the Index proportionate to its market value.