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 will help improve returns, and we will rebalance your portfolio as needed when life changes.
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    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!