Bartlett

read moreAt Bartlett, we strive to achieve excellence, within our firm and in the community. Our efforts - and the people behind them - often earn recognition, locally, regionally and nationally.

read moreOur client-centric 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. You've worked hard to accumulate your wealth. We understand that and take seriously our fiduciary responsibility to help you preserve it, protect it and nurture it. To that end, our investment philosophy concentrates on value over volatility and we seek to create portfolios that are diversified and balanced to mitigate your risk and achieve attractive, long-term results.

read moreWith seemingly endless banks and advisory firms to choose from, our clients entrust their investment management and wealth management to Bartlett, based in Cincinnati. Whether it's because of our in-house research analysts, our team approach to service or Bartlett's history and reputation, they turn to us for financial guidance as generations have done. Bartlett's investment management options include traditional investing strategies (such as equity management which strives for low-volatility and fixed income strategies) as well as alternative investment strategies, in order to build a more diversified portfolio.

read moreBartlett's team of wealth management specialists can create and execute a wealth management strategy designed just for you. But what does that really mean? Financial Planning and Investment Management are often viewed as separate services. At Bartlett, we recognize the importance of these two aspects as the core building blocks of our holistic wealth management approach. You might compare our wealth management services to those of a custom home builder. In our case, the purpose of the structure we're creating-your wealth management strategy-is to preserve, protect, and nurture your assets.

read moreWhile financial planning can be a component of our investment management services, as needed, it is also provided as an independent service. We are here to help, with other financial planning scenarios including retirement planning, inheritance advice, divorce, and more. As your Cincinnati-based financial advocates, it's our goal to get to know you, your objectives, your position on charitable giving, your timetable for retirement and the many other personal and financial priorities that shape your aspirations.

read moreBefore hashing out plans for your financial goals, we want to get to know you first. In this initial stage, you'll have the opportunity to meet with your Bartlett team, discuss your financial situation, and share your dreams, fears, and hopes for the future. We spend the time up front getting to know you, so we can understand all the ways Bartlett can serve you. Our goal is reaching yours-the more we know about how we can do that, the better. Once we've chosen to work together, the next step involves gathering data and building a plan to meet the goals we identified.