About Valcorra Capital
Built on Conviction. Sustained by Trust.
Valcorra Capital was founded on a simple belief: that the families who have built significant wealth deserve an advisor whose interests are fully aligned with their own — and whose counsel is guided by principle, not product.
Independence
We are privately owned and free from institutional conflicts. We have no proprietary products, no revenue-sharing arrangements, and no incentive to recommend anything other than what is right for our clients.
Discretion
The families we serve have entrusted us with their most sensitive financial affairs. We treat that trust with absolute seriousness — in how we communicate, how we operate, and how we protect their privacy.
Continuity
We build relationships that span generations. Our clients' children know us. Their advisors know us. We are a constant in a world of constant change.
Our Story
From Engineering to Advisory
Barrett Ward spent fifteen years in offshore engineering — a field that demands analytical precision, disciplined problem solving, and clear thinking under pressure. She founded Valcorra Capital to bring those same qualities to wealth advisory: a firm with no proprietary products, no conflicting incentives, and a single measure of success — the long-term wellbeing of the families she serves.
Today, Valcorra advises a select group of families in Texas, managing assets across public markets, private equity, and real assets. Growth is measured not by AUM, but by the trust of clients who refer their children and closest friends.
Our Partners
Built on Trusted Relationships
Valcorra Capital works alongside a select group of institutional partners chosen for their alignment with our values of independence, transparency, and client-first thinking.
Dimensional Fund Advisors
Investment Manager
Dimensional Fund Advisors is a global investment firm with decades of research rooted in financial science. Their evidence-based approach to portfolio construction aligns closely with our philosophy of disciplined, long-term investing — prioritizing broad diversification, cost efficiency, and systematic exposure to the factors that drive returns over time.
Charles Schwab & Co.
Custodian
Client assets are held in custody at Charles Schwab & Co., one of the most trusted and well-capitalized custodians in the financial industry. As an independent adviser, Valcorra Capital does not take custody of client funds — Schwab holds assets directly in each client's name, providing an additional layer of transparency, security, and independent oversight.
Leadership
Barrett Ward
Founder & Managing Partner
Barrett Ward brings a rare combination of engineering discipline and advanced financial expertise to the families she serves. A Certified Financial Planner and licensed Professional Engineer, she has spent her career at the intersection of rigorous quantitative analysis and long-term wealth strategy — overseeing diversified portfolios across equities, fixed income, and complex options structures. Her background in compliance and governance means every client relationship is built on a foundation of fiduciary accountability, transparency, and disciplined risk management. Barrett serves as the primary advisor to a select group of high-net-worth clients, translating their goals into coherent, tax-efficient investment strategies designed to endure across generations.
CFP® · P.E. · Series 65 · B.S. Civil Engineering, University of Texas at Austin
Credentials & Affiliations
Registered Investment Adviser
State registered in Texas under the Investment Advisers Act
CFP® Professional
Certified Financial Planner — rigorous standards of competency and ethics
Fiduciary Standard
We act as a fiduciary for all clients, at all times, without exception
Meet the Team
We welcome the opportunity to introduce ourselves in person. Conversations are confidential and carry no obligation.