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









Foundations and Endowments

Bartlett understands the unique needs of not-for-profit organizations and offers them a diverse group of investment strategies, along with client-focused service. In addition to investment management services, Bartlett advises boards on investment and spending policy issues, assists in establishing planned giving services and provides direction on other financial issues specific to foundations and endowments.












 
 


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