Bartlett & Co. Wealth Management LLC

Bartlett & Co. Wealth Management LLC, established in 1898, is a subsidiary of Focus Financial Partners, LLC, offering wealth management services primarily on a discretionary basis. The firm provides customized portfolio strategies across various investment vehicles, including mutual funds and individual securities. Bartlett also offers financial planning and consulting services, tailored to clients' financial goals. The firm manages assets for high-net-worth individuals, families, foundations, endowments, and institutional clients, with a minimum relationship size of $2 million for wealth management accounts. Bartlett is a fiduciary, acting in clients' best interests, and charges fees based on assets under management. The firm does not accept performance-based fees and discloses potential conflicts of interest related to insurance solutions and financial services provided by affiliates. Bartlett's investment philosophy focuses on diversification and risk management, with active portfolio management to maximize returns while considering market risks. Clients have the option to direct trades to specific brokers or dealers, with Schwab being a recommended custodian. Bartlett's investment oversight committee reviews client relationships regularly to ensure alignment with client objectives and firm standards. The firm also discloses its code of ethics, brokerage practices, custody arrangements, and proxy voting policies to maintain transparency and compliance with regulatory requirements.