- Navigate key financial decisions.
- Create a mission-aligned portfolio.
- Build a partnership for the financial longevity of your organization.
Our goal is reaching yours.
![](https://bartlett1898.com/wp-content/uploads/2023/12/Institutions1-Bartlett-Wealth-Management-1.jpg)
At Bartlett, our team is proud to provide mission-aligned investment advice to institutions and nonprofits. Our work begins by understanding your organization’s unique objectives and financial resources, after which we provide a comprehensive set of recommendations that are driven by your tolerance for market volatility and liquidity needs. And as your organization’s goals and resources shift, we remain a constant partner to provide timely and dynamic advice.
What can we help your organization do?
Build a mission-aligned portfolio
We help institutions and nonprofits identify the object of their investment portfolio, then find the right mix of assets to support their critical work.
![](https://bartlett1898.com/wp-content/uploads/2023/12/Institutions2-Bartlett-Wealth-Management-scaled.jpg)
Manage financial complexity and key decisions
We help organizations simplify and streamline their reporting, providing organizational leaders with the data and insights required to make more informed decisions.
![](https://bartlett1898.com/wp-content/uploads/2023/12/Institutions3-Bartlett-Wealth-Management-scaled.jpg)
Put the organization's assets to work
We build tailored plans of action that allow our institutional and non-profit partners to operate with peace of mind.
![](https://bartlett1898.com/wp-content/uploads/2023/12/Institutions4-Bartlett-Wealth-Management.jpg)
Featured Perspectives
Where can we help you go next?
Contact a member of the Bartlett team today.