Advisor at Barksdale Investment Management
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Firm
Barksdale Investment Management
Location
Nashville, TN 37215-6104
Credentials
CFA®
Industry experience
3 years
Andrew Forsyth is a CFA® charterholder and a financial advisor at Barksdale Investment Management with three years of industry experience. Prior to joining Barksdale in 2022, he worked for six years at BNP Paribas Asset Management. Barksdale Investment Management is a discretionary investment manager serving institutional clients and a limited number of high-net-worth individuals with customized fixed income, equity, high-yield, and balanced portfolios. The firm manages approximately $3.6 billion and provides model portfolios to an unaffiliated financial institution for a wrap/managed-account program.
$0 - $10 million: 0.25% for investment grade fixed income $10 million - $25 million: 0.23% for investment grade fixed income $25 million+: Negotiable for investment grade fixed income $0+: 0.50% for high yield fixed income $0 - $10 million: 0.60% for equity and balanced portfolios $10 million - $25 million: 0.50% for equity and balanced portfolios $25 million - $50 million: 0.40% for equity and balanced portfolios $50 million+: 0.30% for equity and balanced portfolios
Account minimum: $1,000,000 for investment grade fixed income and high yield accounts; $500,000 for equity accounts; $25,000 for model delivery clients Fee-only: Fee-only basis; no commissions or mark-ups/downs
40 Burton Hills Blvd, Suite 230
Nashville, TN 37215-6104
Tennessee
Barksdale Investment Management
2022 - Present (4 years)
BNP Paribas Asset Management
2016 - 2022 (6 years)
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