<strong>Governments &#38; Institutions</strong>

Governments & Institutions

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

Guidance That Goes Beyond The Bottom Line

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.

Investment Management

We help you meet investment goals through an active management strategy with institutional pricing.

Timely Reporting

Rely on our timely, accurate reporting to help you balance books, provide transparency of investments, and more.

Experience and Service

Firsthand experience in various treasury roles enables our team to provide tailored support for your needs.

Due Diligence

We attend local, regional, and statewide association meetings and conferences to deepen our understanding of the issues you face daily.

Long-Term Trust Funds

Encompass trust, scholarship, library, and other long-term miscellaneous funds.

Cemetery Perpetual Care Funds

Aimed at creating a steady income stream, and adding growth with fewer associated risks.

Stabilization, Depreciation, & Cumulative Funds

Designed to preserve capital, provide liquidity, maximize yield, and assist with cash flow needs.

Community Preservation Act Funds

Focused on preserving capital, providing liquidity, and maximizing yield.

Municipal Light and Enterprise Funds

Include depreciation, rate stabilization, retirement reserve accounts, and OPEB funds.

Other Post-Employment Benefit (OPEB) Funds

Target rates of return in line with actuarial discount rates, and incorporate capital appreciation and growth.

Bond Proceeds

Customized to match construction cash flow, preserve capital, and maximize liquidity and yield.

Beach Preservation Funds

Structured to preserve capital, provide liquidity, and maximize yield, as well as assist with cash flow needs.

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Build Your Financial Future Today

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.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.