Basic Value
Relative Value
Fixed Income
Socially Responsible Investing


High Net Worth Individuals & Families
Foundations & Endowments
Corporate & Nonprofit Retirement Plans
Public Funds
Taft-Hartley Plans









Corporate and Nonprofit
Retirement Plans


The professionals at Bartlett are adept at partnering with companies and nonprofit organizations to identify the retirement plan that fits their requirements. Working with the plan trustees, we will select and evaluate, on an ongoing basis, the investment choices within the plan, and provide the necessary employee education to encourage more informed choices and higher participation.












 
 


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