Our Philosophy

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What We're Known For and Why It Matters

Much of our reputation has been built on our many years of experience in the institutional bond market, which, in turn, have allowed us to deliver the tailored investment strategies and investment value individual investors demand. The financial plan we create together will be one that's most appropriate for your time horizon and risk.

Prudent Management as a Core Investment Philosophy
At Bartholomew & Company, we take your dreams for a sound financial life very seriously. To help protect all you've worked for and meet your goals, we provide:

  • A conservative approach to investing in order to preserve your principal and to provide you the freedom to make changes as your life changes and maximize the return on your investments.
  • Proactive account management that manages your investments on an ongoing basis rather than as a reactive measure to changes in the market. It provides many benefits, including creating tax advantages.
  • Risk-averse portfolio management that helps your portfolio maximize gains in accordance with your tolerance for risk.
  • Unbiased, independent financial advice and investment management, which allows us to search out and seize new investment opportunities from any and all companies when the timing is appropriate for your goals, objectives, and tolerance for risk.