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.
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.
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.
A focus on preservation affords you the freedom to make the changes your life demands while maximizing the return on your investments.
We are free to search out and seize new investment opportunities from any and all sources when the timing is appropriate for your goals.
We manage your investments on an ongoing basis to help minimize tax liability instead of simply reacting to market changes.
You’ll have access to sophisticated opportunities for portfolio diversification, not typically available to individual investors.
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.
You’ll get a framework of your investment planning with all the necessary details.
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!
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.
