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.
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
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.