The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services unless otherwise legally permitted. All written content is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Barton Investment Management, LLC is not providing legal or tax advice and clients/potential clients should consult counsel or their accountant about their individual tax or legal circumstances
Opinions expressed herein are solely those of Barton Investment Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Any information provided by Barton Investment Management, LLC regarding historical market performance is for illustrative and educational purposes only. Clients or prospective clients should not assume that their performance will equal or exceed historical market results and/or averages.
The investment value and income from recommended securities may go up as well as down. Investors and clients may not get back the amount they originally invested, and a loss of principal may occur.
Not all clients may have experienced similar results and future tax savings are not guaranteed.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
This website is owned by Barton Investment Management, LLC. This website is for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, reproduce, publish, license, create derivative works from, transfer or sell any information, software, products or services obtained from this site.
Illustrations, Charts and Performance
Illustrations and charts are for informational purposes only and are not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of nor does it guarantee future results.
The performance data has been prepared from data believed reliable, but no representation is made as to accuracy or completeness. Total return and principal value will vary depending upon the deduction of advisory fees, brokerage commissions, reinvestment of dividends and other earnings or fund charges. Performance for the Barton Focused Growth Composite includes all managed accounts that are at least $500,000 in assets with performance greater than one month. Performance is net of fees and includes dividends.
Inclusion of index information is not intended to suggest that its performance is equivalent or similar to that of the historical investments whose returns are presented or that investment with our firm is an absolute alternative to investments in the index (if such investment were possible). Investors should be aware that the referenced benchmark funds may have a different composition, volatility, risk, investment philosophy, holding times, and/or other investment-related factors that may affect the benchmark funds’ ultimate performance results. Therefore, an investor’s individual results may vary significantly from the benchmark’s performance.
The S&P 500® Total Return index is an unmanaged, capitalization weighted benchmark that tracks broad-based changes in the U.S. stock market. This index of 500 common stocks is comprised of 400 industrial, 20 transportation, 40 utility, and 40 financial companies representing major U.S. industry sectors. The index is calculated on a total return basis with dividends reinvested and is not available for direct investment.
Investment Approach Disclosure
The information contained herein constitutes general criteria that the firm applies in its standard investment approach and its decision whether to invest in a particular company and increase or decrease its positions. This list of factors is not intended to be exhaustive or all inclusive. Depending on market conditions, the performance of the firm’s model, issues involving particular securities and considerations applicable to individual customers’ portfolios and needs, other criteria not listed may be considered or factor into an investment decision by the firm or the firm may decide certain factors are more significant than others. Individual customer needs or demands may result in the firm deviating from its standard investment approach. If you would like to discuss the firm’s approach or any of the criteria or factors listed herein, please feel free to schedule an appointment with the firm.