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.

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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.

Wise Investment Advice to Maximize Your Wealth

1.

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.

2.

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.

3.

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

4.

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.

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.


Investment Policy

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


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®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


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 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 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, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 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, visit https://tinyurl.com/3kkrphcm

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. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 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 https://www.fivestarprofessional.com