FoundationWorks™provides investment professionals with the necessary tools to deliver Barlow's unique TrueBalance™investment strategy.
Portfolio Builder
The Portfolio Builder enables investment professionals to build customized portfolio solutions. Perhaps the most important part of the builder is the Client Discovery Section which assures the client that their investment needs have been heard and understood.
The Portfolio Builder also contains Barlow’s most recent commentary, a full summary of asset allocation, security positions and portfolio characteristics. Twelve months of trailing returns are also provided.
To ensure that clients are secure in the fact that their investments are being guided by sound financial stewardship, the Portfolio Builder contains a section focused on their investment professional. This includes a biography of all team members, business mission statement and comprehensive review of services provided.
Practice Diagnostic
The Practice Diagnostic is designed to assess and improve processes within an investment professional’s practice. It has been found to be an extremely powerful exercise that provides an accurate self-assessment of a team’s effectiveness in providing financial stewardship to private clients.
The Practice Diagnostic reflects Barlow’s commitment to investment professionals in delivering unparalleled asset management and overall client service.
BarlowDocs
BarlowDocs is an archive of articles, white papers, fact sheets, tools and presentations designed to provide ongoing support for investment professionals and their clients utilizing Barlow’s TrueBalance™ investment strategy.
For access to this unique service please contact us:
