<strong>Investment Management</strong>

Investment Management

Our mission is to protect what you have and follow a prudent, disciplined approach to help maximize returns and minimize risk. Count on us to provide you with the full range of investment opportunities typically available only to institutional investors.

Wise Investment Advice to Maximize Your Wealth

Let us be your partner in integrating your investment strategy with a financial plan that seeks to help prudently grow your assets and preserve what you’ve already accumulated.

  • Your core goals and objectives will be defined and discovered early on, so we can create an investment plan that matches your needs to potentially build, grow and transfer wealth.

  • We’ll help diversify and build your portfolio with investments across multiple asset classes that are based on supporting your life goals and values.

  • We’ll create a customized investment strategy that is designed to help improve returns, and we will rebalance your portfolio as needed when life changes.

Investment Philosophy & Process to Help Support Growth

Prudent management is our core tenet because we take your dreams for a sound financial life as seriously as you do. We practice risk-sensitive portfolio management, aiming to maximize gains by following your personal tolerance for risk. Rely on Bartholomew & Company to help with your investment strategy.


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A Disciplined Approach

A focus on preservation affords you the freedom to make the changes your life demands while maximizing the return on your investments.

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Objective, Independent Advice

We are free to search out and seize new investment opportunities from any and all sources when the timing is appropriate for your goals.

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Proactive Account Management

We manage your investments on an ongoing basis to help minimize tax liability instead of simply reacting to market changes.

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Institutional-Quality Opportunities

You’ll have access to sophisticated opportunities for portfolio diversification, not typically available to individual investors.

Develop Your Portfolio With Helpful Advisors

No matter who you are or where you are in life, our advisors are ready to help create an investment plan and strategy that will take you through every stage of life and adapt as your goals change to help you create financial confidence.


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Investment Policy

You’ll get a framework of your investment planning with all the necessary details.


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Your Timeline

Our planning takes into account your time horizon, personal goals and more.


We’re ready to look at your financial circumstances, discuss your investment goals, risk tolerance, and time horizon to help create a policy for success. Let us help diversify your portfolio today!

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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.