Our Process



What to Expect of Your Relationship With Bartholomew & Company

A successful financial plan is a continuous process; our expertise is in making that process manageable.

We work with you to break down the process into components, help you set goals for each, and adjust your financial plan as your needs and circumstances change. We help you envision what you want—and execute the financial plan that can help make it happen. And more, we're with you every mile of your journey to help manage, protect, and grow your wealth.

While we strive to set the standard for exemplary service and portfolio management, we never stop raising the bar. We live by the rule that no question is too small, and no challenge is too big when it comes to your financial life.

Benefits Beyond Financial Management
While we are an investment firm in structure and nature, our greatest strength lies in building trustworthy, mutually beneficial, long-standing relationships with you, our clients. Here you'll find:

  • A team approach to efficiently and consistently manage the day-to-day and long-term service and investment advisory functions required on your account
  • Dedicated service and investment staff that is always available to answer any questions that you may have—and solve your problems with a single phone call
  • Regularly scheduled meetings with representatives
  • Specially scheduled meetings that can be held upon request
  • Independent professionals; we answer only to you—not to sales quotas, product pushes, or commission lures of a larger corporate parent
  • Easy-to-read reports and statements that can be customized to your needs