Company Profile

Barksdale Investment Management provides fixed income and equity management strategies primarily for institutional investors. The company currently manages over $3.5 billion for institutions representing all plan types.

Barksdale Investment Management is an independent, 100% employee-owned certified Women’s Business Enterprise and a Registered Investment Advisor under the Investment Advisors Act of 1940.  The firm was founded December 1984 by Weaver C. Barksdale with a core competence in fixed income, separate account management.  Using elements from the firm’s time-tested fixed income strategy/discipline,  Barksdale has grown to also offer equity, balanced, high yield, core plus and enhanced cash portfolio management services to clients which now include both institutions and high net worth individuals.  The common denominator of all strategies is cash flow analysis.

The firm is managed so that its goals are strictly aligned with those of its clients.  The only source of income is from fees charged in regard to portfolio management. Barksdale Investment Management is not involved in investment banking or broker/dealer services.  

One of the hallmarks of the firm’s investment management capabilities relies on the application of Barksdale’s disciplined investment strategies to each portfolio taking into account the directives of the client’s Investment Policy Statement as opposed to being part of a predetermined master portfolio, commingled account, or mutual fund. Over the years, this approach has worked exceedingly well for Barksdale’s clients. The company has distinguished itself in the management of such portfolios, providing specialized strategies that conform to specific guidelines, screens, directives, or statutory regulations primarily for such organizations as state and local governmental entities, insurance companies, Taft-Hartley plans, non-profit healthcare systems, associations, foundations and other institutions.

Another hallmark of the firm is the collaborative nature of customer service.  At Barksdale Investment Management, the professional staff makes a special effort to know their clients, what clients expect, and how to meet those expectations, both in terms of investment performance and client relations. An important indication of success and client satisfaction in the firm’s book of business is that a number of existing clients have made substantial additions to the assets initially entrusted to the firm’s care, or in many cases, have established multiple new portfolios with WCB. In addition a significant number of our client assets have been in our care for over a decade. This, over the years, has been particularly gratifying to the firm’s professional staff because it is a clear indication that they are successfully meeting their clients’ needs.

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