General Info

Summary of Services Bott-Anderson Partners ( BAP ) provides a customized approach to portfolio management services. From the creation of a comprehensive investment policy statement to on-going performance measurement, Bott-Anderson operates on a personal level with each client. In addition to our high level of personal service, BAP utilizes advanced technological resources to provide information in an easily understandable and custom tailored format to help clients meet their individualized needs, regardless of the structure of the organization in question. Bott-Anderson Partners provides consulting services to a wide variety of organizations. All of these organizations have particular constraints and objectives that must be addressed when attempting to meet the client's needs. It is our paramount responsibility as consultants to adapt our services to these particular needs and to develop a proactive approach to working within the client's framework. In other words, Bott-Anderson provides each client with personalized attention and timely service. It is this high level of customized service that we believe makes us a valuable asset to our clients. Bott-Anderson Partners specializes in the evaluation and performance measurement of corporate pension plans, endowments/foundations and high net worth individual accounts. Currently, Bott-Anderson Partners consults to 35 clients with total invested assets in excess of $1 billion.