About Us
Who We Are
After attending Georgetown University and serving in the Marine Corps, Paul Missett entered the insurance industry in 1966. Paul understood that his friends and family would benefit by having a financial plan for the future. By becoming an expert in the field of insurance, he grew to become a trusted advisor to countless families and businesses. He remains so today.
With the addition of Barry Missett, CFA in 2002, investment management and financial planning expertise were brought into Strategem Wealth Management (formerly the Missett Group). Like Paul, Barry recognized that having an investment strategy for his friends and family would enable them to meet their financial goals and dreams. Early in Barry’s career, he noticed self-investors emphasize chasing the latest stock or fund more than they do their financial objectives and tend to make decisions based on emotions. This can lead to poor investment decisions that can be costly in the long run, as these self-investors may end up losing money on investments that have not been carefully researched. It’s important to invest with a plan in mind and to take a disciplined approach to investing, considering potential risks, growth potential, and overall objectives.
Today, with more than 100 combined years of investment, financial planning, and insurance expertise, Strategem Wealth Management is well-positioned to help our clients plan for and meet their financial ambitions.
Investment Philosophy
The goal of every investor is to maximize portfolio returns while minimizing the level of risk in the portfolio. However, no two investors have the exact objectives, constraints, and risk tolerance levels. In order to fully understand your unique circumstances and goals, we will ask questions and listen. Carefully. We will help you formalize your financial plan. We will help implement the plan. We will communicate and make changes in the plan as the markets and the family circumstances warrant. Ours process is dynamic because life happens.
Strategem Wealth Management Investment Process
- Understanding your investment objectives, constraints, and preferences
- Establishing an Investment Policy Statement
- Determining the appropriate portfolio asset allocation
- Selecting the managers and funds to meet the allocation requirements
- Measuring and monitoring the risk and performance of the portfolio and investments
- Adjusting the portfolio as the circumstances of the investor and markets warrant
Meet Our Team
T. Barrett Missett, Jr., CFA, AIF®
President
Barry joined the Missett Group, Ltd. in 2002 to manage the firm’s investment policy process, asset allocation, manager search, and portfolio construction. He began his investment career at First American Bank NA, in Washington, DC in 1984 as a Portfolio Manager and has managed investment portfolios for families and institutions ever since. Prior to joining the firm, he was the Chief Investment Officer for Bank of America’s Private Bank in Dallas, Texas.
Barry graduated from Loyola University Maryland with a BBA in 1984. He was conferred a Chartered Financial Analyst in 1993. He served as the President and Board Member of the Washington (DC) Society of Investment Analysts and served as a Board Member of the CFA Society of Philadelphia. He is a member of the CFA Institute. Barry lives with his wife, Beth, and their children in Delaware County, Pennsylvania.
Paul B. Missett, CLU, ChFC, MSFS
Director of Risk Management and Group Benefits
Paul is the founding partner and President of The Missett Group, Ltd. He entered the insurance business in 1966 and spent more than 30 years with Equitable Life Insurance Company where he earned the distinction of being a 25 year member of The Million Dollar Roundtable and a member of Equitable Life’s Hall of Fame. He is responsible for leading the firm’s group benefits practice, including life and health insurance, long term care insurance, business insurance, and estate planning.
Paul is a Philadelphia native where he attended Malvern Preparatory School prior to studying at Georgetown University and Villanova University. He subsequently earned his CLU (1975), ChFC (1985), and Masters in Financial Sciences (1991) from the American College in Bryn Mawr, Pennsylvania. He resides in Delaware County, Pennsylvania with his wife of more than 50 years, Celeste.
Jenna Battersby, MBA
Vice President, Wealth Advisor and Director of Operations
Jenna is a Wealth Advisor and Director of Operations at Strategem Wealth Management where she is responsible for client engagement and financial planning. Prior to this position, she spent 10 years in the financial services industry as an Assistant Vice Principal and Fund Accountant Supervisor at GMAC Institutional Advisors where she was responsible for consolidated accounts and investor reporting for investment funds. In addition, she has held accounting, audit, and finance roles at other financial institutions, including GMAC and Prudential.
Jenna holds a B.S. in Accounting from Villanova University and an MBA in Finance from LaSalle University. She resides in Delaware County with her husband and two children. She is active in her community and away from the office, you may find her on a field coaching youth lacrosse. She enjoys exercising, watching her children play sports, and spending time with her family.
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