Advisor at Barksdale Investment Management
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Firm
Barksdale Investment Management
Location
Nashville, TN 37215-6104
Credentials
CFA®, Series 63
Industry experience
4 years
Nathaniel Grant is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has been with Barksdale Investment Management since 2021 and previously worked at Hancock Whitney Bank from 2009 to 2021. 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’s wrap program, combining quantitative and qualitative fundamental analysis tailored to client guidelines and risk tolerances.
$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
Weaver C Barksdale & Associates
2021 - Present (5 years)
Hancock Whitney Bank
2009 - 2021 (12 years)
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