Endowment Style Management

TrueBalance™

At Barlow we believe that affluent investors want to generate consistently positive, tax efficient returns and are only concerned with the market indexes when they are falling.  As a result, the investment management objectives for our clients are simple, clear, and centered on meeting three goals:

1.  To preserve wealth in all but the most extreme market environments.
2.  To maintain the real value of capital and income
3.  To maximize return on investment while taking less than average risk.

In the pursuit of these goals, Barlow uses its greater scale to gain access to a broader investment universe than that available to the typical individual investor, and its superior research and risk management capabilities to identify which opportunities are worthy of client participation. 

TrueBalance™ acknowledges that no single strategy, asset class or geographic market will provide attractive returns on a consistent basis.  As a result, our portfolios incorporate top performing strategies from the full range of institutional asset classes to enhance returns, reduce volatility and provide real diversification.  Click below to learn more about each asset class in our endowment-style asset allocation.