Approach

Process

We believe that “how” and “why” are as vital as “what” we do.

Our client-focused approach ensures that you can expect our integrity as well as our expertise: our objectivity as well as our insights; and our service that’s both personal and responsive.


At Bartlett, preserving, protecting and nurturing your wealth is a collaborative process. This collaboration begins with you. Your advisors will meet with you to begin the most-essential facet of the process – getting to know you, your goals as well as your needs, your risk tolerance and timeline, your aspirations.

Armed with a deep understanding and time-tested expertise, they’ll work in tandem with our in-house research analysts to define investment strategies to achieve your objectives. Other team members will be working behind the scenes to ensure level of service. Your highly customized portfolio will be created with an eye toward long-term results and regularly revisited and reevaluated.

Throughout the process, you are the most important member of your investment team.