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.
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:
We focus on meeting your investments goals through an active management strategy aimed at maximizing yield, minimizing risk exposure, preserving principal, and maintaining liquidity—and with the benefit of institutional pricing.
Rely on our timely, accurate reporting to help you balance books, provide transparency of investments—including costs and performance—and fulfill duties to your entity’s committees, auditors, and actuaries.
Firsthand experience in various treasury roles enables our team members to provide support tailored to your distinct needs. You can expect everything from regular meetings to review your portfolio and objectives to help with creating an investment policy statement.
Adherence to state and local laws is just the start when it comes to honoring the trust you place in us. Count on us to attend local, regional, and statewide association meetings and conferences to both deepen our understanding of the issues you face daily and help keep you abreast of any issues that impact you.
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.
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 with alternative investment options, including private equity.
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 for communities with beaches.
Access state and local guidelines and additional reference materials you may find useful.
Office of Commission of Banks for the Massachusetts Legal List of 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
We’d be happy to review your current situation, learn about your goals, and discuss potential strategies—at no cost to you.
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