Integrity. Consistency. Accountability.
Founded in 1984 in Nashville, TN
experienced and accessible professionals helping institutions achieve their investment objectives by constructing customized portfolios with superior risk-reward characteristics
Independent Registered Investment Advisor
Since 1984, Barksdale Investment Management has served institutional clients with integrity, accountability, and diligence. We are an independent, 100% employee-owned Registered Investment Advisor under the Investment Advisors Act of 1940 and a WBENC-certified Women’s Business Enterprise.
Accessible, Seasoned Senior Portfolio Managers
Our client-centric approach is built on two pillars: consistency of performance and superior service. We provide unparalleled engagement and direct access to our seasoned investment team, with customized solutions tailored to each client’s unique needs.
Specialized
Investment Strategies
With a diverse range of investment strategies, we seek to develop long-term partnerships grounded in trust and transparency.
Our active portfolio management across multiple strategies and benchmarks prioritizes capital preservation and an unwavering commitment to clients’ individual risk-reward parameters.
A Growth Mindset.
Barksdale Investment Management specializes in customized fixed income and equity management strategies, primarily for institutional investors.
Customized Investment Solutions
Barksdale excels in creating specialized portfolios that conform to specific guidelines, screens, statutory regulations, and client mandates. Our active, disciplined investment strategies start with each client’s Investment Policy Statement (IPS), rather than using predetermined master portfolios, commingled accounts, or mutual funds.
We have a longstanding expertise in fixed income separate account management honed over many market cycles. We have expanded our services to include equity, balanced, high yield, core plus, LDI, credit only and enhanced cash portfolio management.
Client Types and Specialization
Aligned Incentives with Fee-Only Business Model
Barksdale’s sole source of income is derived from portfolio management fees. The firm does not engage in investment banking or broker/dealer services.
Collaborative & Seasoned Team with Diverse Investment Skills
The exceptional talent of Barksdale’s personnel, their ability to collaborate effectively with a client-first mindset, and a shared commitment to fiduciary responsibility are the foundation of our success.
Technology Spend and GIPS® Compliance
Barksdale adheres to Global Investment Performance Standards (GIPS®) for transparency and integrity. To further enhance compliance and reporting, Barksdale continually upgrades systems and technology to support compliance, portfolio management and reporting.
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Our Location
40 Burton Hills Blvd, Suite 230
Nashville, TN 37215
Employee Owned & WBENC-Certified
100% employee-owned and a WBENC-certified Women’s Business Enterprise