General Info

Bartlett & Company is one of the oldest investment advisory firms in the United States. Established in 1898, the company maintains a work force of more than 20 employees. Bartlett & Company provides investment management services for high net worth individuals, foundations, endowments, and corporate and nonprofit retirement plans. The firm also serves public funds, individual retirement accounts and fixed-income securities. Bartlett & Company additionally offers estate and financial planning services. The firm provides online information about several taxation provisions, market commentaries and reviews. Bartlett & Company offers investment opportunities in 401(k), municipal bonds and stock options. The firm provides record retention and indentity protection services.