Barlow is a leading boutique asset manager in Canada that provides portfolio management exclusively for private clients based on the asset allocation model pioneered by university endowments at Yale and Harvard.
Our TrueBalance™endowment-style strategy, the only of its kind in Canada presently available to private investors, blends traditional and alternative strategies to provide real returns and tax efficient income.
We created TrueBalance™as the cornerstone strategy for our clients because we believe that as volatility and correlation in traditional asset classes continues to rise, true diversification will only be attained by diversifying away from cash, equities and fixed income, not by simply diversifying within them.
TrueBalance™is more than just a strategy. It is a philosophy that recognizes the evolving nature of risk and return for Canadian investors stuck in the conventional asset allocation and risk management solutions commonly marketed to individual clients.
To learn more about Barlow’s TrueBalance™ endowment-style approach to private client portfolio management,click here.
