True Stewardship™ | Review

Reporting and review are two of the most important services we provide.

Many investors have never seen the overall asset allocation for their investments which are often dispersed over numerous financial institutions.  They have never seen overall performance reporting, or know how much they are actually spending in fees, commissions and expense ratios.  We monitor and report all important elements of your portfolio.

Keeping you informed...even looking through to the individual investments in each of our strategies. We are keenly aware that our clients want to gain a full understanding of how their assets are being deployed. We have designed our reporting so that you can see the underlying holdings in each of the strategies being deployed in your portfolio, and measure the related performance of each strategy.

Over the course of a year Barlow:

• Provides, based on client direction, monthly, quarterly and on request, portfolio valuations and summary of investment performance in terms of both risk and return;
• Counsels clients on changes made to existing investments;
• Ensures current strategy remains appropriate in view of changing economic, tax, personal and financial market conditions;
• Advises on how to meet expenditure needs.
  

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