At Barrington Asset Management, we realize that delivering outstanding client service is as important as delivering superior investment results. Just as investment performance is measured against a benchmark, client service is measured against a benchmark: our clients? highest expectations. We are committed to exceeding the level of care and professionalism that our clients expect from their investment adviser, and, in so doing, deepening their trust in us and strengthening our relationship with them.
We look to build strong, long-lasting client relationships marked by meaningful client interaction and regular communication of portfolio management activities. We encourage and initiate an open dialogue between our clients and investment team to ensure that our clients? portfolios are tailored to their needs. Our investment team looks forward to answering questions and discussing our economic outlook, market strategy or portfolio decisions. We welcome all opportunities to serve our clients.
Our clients receive timely information about their portfolios and the reasoning behind our decisions. We provide account updates and detailed portfolio analyses quarterly. Face-to-face meetings are scheduled to suit client preferences. Our clients may access all of our published economic and market research and individual company reports, either via e-mail or our website.
Many clients choose to keep their accounts at our affiliate Barrington Research, a registered broker-dealer, with all custodian services provided by J.P. Morgan Clearing Corp.. This arrangement allows a seamless blend of advice and execution and provides clients with one-call convenience for all trading, settlement, custody and administrative requests. For these accounts, the client will receive daily confirmations of transactions, monthly account statements and real-time, online access to their accounts.
We understand the sensitivity of the information entrusted to us, as well as the level of discretion required. Confidentiality is strictly observed and carefully guarded.
Copyright 2006 Barrington Research Associates, Inc. All rights reserved.