Whether you’re seeking near-term investment advice or a strategic long-term plan for your community or institution, gain the assurance that comes with a team that brings more than 100 collective years of investment experience and more than 30 years of municipal experience to our partnership with you.
“Great things in business are never done by one person; they’re done by a team of people”
- Steve Jobs
More than 250 government and institutional entities across New England choose Bartholomew & Company as their investment partner. Our investment expertise and collaborative team approach is rooted in an understanding of the distinctive responsibilities and challenges you face as a community official, and this insight into the inner workings of entities like yours enables us to achieve your goals creatively.
We help you meet investment goals through an active management strategy with institutional pricing.
Rely on our timely, accurate reporting to help you balance books, provide transparency of investments, and more.
Firsthand experience in various treasury roles enables our team to provide tailored support for your needs.
We attend local, regional, and statewide association meetings and conferences to deepen our understanding of the issues you face daily.
Encompass trust, scholarship, library, and other long-term miscellaneous funds.
Aimed at creating a steady income stream, and adding growth with fewer associated risks.
Designed to preserve capital, provide liquidity, maximize yield, and assist with cash flow needs.
Focused on preserving capital, providing liquidity, and maximizing yield.
Include depreciation, rate stabilization, retirement reserve accounts, and OPEB funds.
Target rates of return in line with actuarial discount rates, and incorporate capital appreciation and growth.
Customized to match construction cash flow, preserve capital, and maximize liquidity and yield.
Structured to preserve capital, provide liquidity, and maximize yield, as well as assist with cash flow needs.
Office of the Commissioner of Banks List of Legal Investments
MGL Chapter 44, Section 54: Investment of trust funds
MGL Chapter 44, Section 55: Public funds on deposit; limitations; investments
MGL Chapter 44, Section 55A: Liability of depositor for losses due to bankruptcy
MGL Chapter 44, Section 55B: Investment of Public Funds
MGL Chapter 32B, Section 20: Other Post-Employment Benefits Liability Trust Fund
MGL Chapter 203c, Section 3: Investment and management decisions
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.
