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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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