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Having the oldest existing registered investment advisory firm status in the United States, Bartlett sets the standard for excellence. From the visionary guidance of our investment professionals to the knowledgeable support of the administrative staff, Bartlett’s expertise drives strategic – often innovative – solutions.
At Bartlett, we augment our impressive history with today’s most reliable investment tools, analyzed and interpreted by some of the industry’s most respected investment professionals. The result is a focus that is precise, an objectivity that is evenhanded and an integrity that is uncompromising.
Families, foundations and businesses have turned to Bartlett for investment excellence, since 1898. And that heritage of trust continues today.
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