The Bartlett Profile

Bartlett at a Glance

Founded in 1898
Oldest existing registered investment advisory firm status in the US
Assets under management: $2.5 billion, as of September 30, 2009
19 investment professionals, averaging 20 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