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Bartlett & Co. Wealth Management LLC

Private Investment Firm Ohio, United States ·Founded 1898

Overview

Bartlett & Co. Wealth Management LLC is a financial advisory firm offering comprehensive wealth management services, including investment management and financial planning. The firm caters to high-net-worth individuals, families, foundations, endowments, and institutional clients, with a minimum relationship size of $2 million for wealth management accounts. Bartlett & Co. is a fiduciary, acting in clients' best interests, and charges fees based on assets under management. The firm's investment philosophy focuses on diversification and risk management, with active portfolio management to maximize returns while considering market risks. Bartlett & Co. is registered with the United States Securities and Exchange Commission as an investment adviser.

Investment Focus

Minimum relationship size of $2 million for wealth management accounts

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Frequently asked questions about Bartlett & Co. Wealth Management LLC

What sectors does Bartlett & Co. Wealth Management LLC invest in?

Bartlett & Co. Wealth Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Ohio, United States. Bartlett & Co. Wealth Management LLC is listed as a private investment firm in the ConnectSafely investor database.