Unlike some investment firms,
Barnett & Company does not charge a fee
for communication access. We encourage our clients
to call or write when they have information
that might impact the management of their portfolio
or when they have any concerns regarding the
investments in their portfolio. Every client
has direct access to his or her investment manager
and does not deal with any marketing intermediary.
• All of our clients receive a quarterly
report from Barnett & Company outlining
their return for the relevant period and listing
their assets as of the reporting date. The quarterly
report comes with an economic commentary written
by one of our firm’s investment portfolio
managers.
• We publish a monthly communication on
a matter of topical interest to keep our clients
abreast of our investment thought processes.
• We provide investors with a toll-free
number and with e-mail addresses for each of
our employees.
• In addition, some of our clients are
able to use a personal computer to view their
assets on a real-time basis at their chosen
brokerage firm or trust company. The assets
of a Barnett & Company client are never
commingled with those of anyone else, so information
on each account is accessible on a constant
and ongoing basis.
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