Bartholomew & Company - Municipal Overview

Our Differences Are Your Advantages. We have received many accolades throughout our firm's history, but the one we appreciate the most of all is that we're different. That difference lies in the fact that we combine an expertise in fixed income vehicles with our personal experience as municipal investors.

Since 1994, more than 100 Massachusetts cities and towns have turned to us for:

An independent perspective
Bond expertise
Comprehensive knowledge of Massachusetts general law
Expertise in Massachusetts treasurers' responsibilities

Clients know that we are dedicated to preserving principal, maintaining liquidity, and maximizing yield. That's why more municipalities in Massachusetts also rely on us to manage long-term trust funds, community preservation funds, stabilization funds, bond funds, and unfunded liabilities, such as post-employment benefit funds (OPEB).

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This communication is strictly intended for individuals residing in the states of
AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OR,PA,RI,SC,TX,VA,VT,WA,WI,WY.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network^®.
Member FINRA, SIPC, a Registered Investment Adviser.
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