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Bartlett at a Glance
- Founded in 1898
- Oldest existing registered investment advisory firm status in the United States
- Assets under management: $3.0 billion, as of
March 31, 2008
- 19 investment professionals, averaging 21 years
of tenure with Bartlett
- 16 of the investment professionals having earned
the Chartered Financial Analyst designation
- A wholly owned subsidiary of Legg Mason since 1996
- Investment management services provided for:
- High Net Worth Individuals and their Families
- Foundations and Endowments
- Corporate and Nonprofit Retirement Plans
- Taft-Hartley Plans
- Public Funds
- Expertise in the following investment styles:
- Basic Value
- Relative Value
- Fixed Income
- Socially Responsible Investing
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