Governments

Cities, towns, and other municipal entities carry fiduciary responsibility that requires precision, coordination, and a partner who understands the full picture.

Public dollars demand a different standard.

Stewarding public assets means balancing investment performance with governance, transparency, and accountability. We collaborate with your internal staff and outside professionals to help ensure every part of your investment program works together seamlessly.

Markets shift. Your obligations stay the same.

What changes is the environment you operate in. What stays constant is the standard you are held to. We help you stay ahead of both, so your decisions hold up under scrutiny today and in years to come.

Who We Are

How We Work with Governments

We work alongside municipal leaders, providing the investment strategy, governance, reporting, and fiduciary guidance needed to steward public funds with confidence.

Investment Management

Disciplined investment strategies designed around your objectives, liquidity needs, and fiduciary responsibilities.

Investment Policy Development

Clear, practical policies with the goal of strengthening governance and providing consistency across changing market environments.

Performance Reporting

Clear, transparent reporting that helps boards, committees, and staff make informed investment decisions with confidence.

Fiduciary Advisement

Objective guidance that supports sound governance, prudent decision-making, and long-term stewardship of public funds.

Fund Accounting

Accurate accounting and reporting that supports transparency, audits, and public accountability.

In Their Own Words

I would 100 percent recommend them to other municipalities. Their staff works collaboratively with each community they serve, and the entire team is extremely knowledgeable in their respective roles.

The statement was provided 3/12/2026 by Leslie D, representing the town of Belmont, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I cannot recommend Bartholomew and Company highly enough. From our very first conversation, their team demonstrated professionalism, deep industry knowledge, and a genuine commitment to understanding the Town's needs.

The statement was provided 3/12/2026 by Chritopher P, representing the town of Milford, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Bartholomew and Company has exceeded my expectations as a Treasurer in so many ways. I have had the pleasure of working with them since 2013 across several different communities.

The statement was provided 3/12/2026 by Leslie D, representing the town of Belmont, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Having such a great team available has made my role as Treasurer/Collector a lot easier when it comes to investing.

The statement was provided 3/12/2026 by Chritopher P, representing the town of Milford, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

By the Numbers*

Department assets under
management

$3.46B

Years of collective experience

82

Government & Institutional
clients in New England

343

*as of 6/30/26

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Timely analysis and guidance for the public entities navigating an increasingly complex financial landscape.

We understand responsibility.

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Our advisors bring specific experience working with government clients across New England. They understand compliance requirements, reporting obligations, and the oversight that comes with this work.

Meet the Team

Your fiduciary obligations stay the same. Your investment partner should be built to match them.

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