Government & Institutions

Guidance that Goes Beyond the Bottom Line

There’s a reason more than 250 government and institutional entities across New England, representing over $1.6 billion in assets, choose Bartholomew & Company as their investment partner. We believe it comes down to this: trust. Trust that’s rooted in our investment expertise and collaborative team approach—and in our personal knowledge of the cities, towns, and institutions we serve.

We understand the distinctive responsibilities and challenges you face as a community official because members of our team have direct experience in some of the very same municipal roles. This insight into the inner workings of entities like yours enables us to deliver creative strategies and solutions to help you achieve your goals. As one of the few firms in the region that specializes in the purchase and sale of fixed-income securities, we’re uniquely positioned to provide the best investment options for your community or institution. And we’re well-versed in and adhere to states’ municipal investment guidelines—including the Massachusetts Legal List of Investments—so you can rely on us to make smart, sound investment decisions on your behalf.

Our full suite of services includes:

Solutions that Align with Your Goals

Our specialized knowledge means you can feel confident knowing that your objectives, spending needs, and specific investment policy statement are at the heart of every recommendation we make for your community or institution—and in compliance with all state and local regulations.