John W. Bristol & Co., Inc.

John W. Bristol & Co., Inc. is an independent investment adviser established in 1937, specializing in advising college and university endowment funds, charitable foundations, trusts, high net worth individuals, partnerships, and institutional clients. As of December 31, 2022, the firm managed approximately $4.8 billion for 92 clients. The firm is 100% owned by nine employees, with Justin A. Colledge, James A. Engle, Peter W. Frith, Kevin B. McAuley, and Stephanie M. Ng owning approximately 73% of the stock. John W. Bristol & Co., Inc. offers investment management services for various client types, including endowments, foundations, high net worth individuals, and pension plans. The firm's investment philosophy focuses on long-term growth and aims to outperform the markets by identifying companies with durable competitive advantages. The firm's fee structure is transparent, with fees calculated based on a sliding scale of the portfolio's market value. The minimum initial investment for separately managed accounts is preferred to be $10 million, while the minimum for the JWB Equity Fund is $2 million. The firm does not charge performance-based fees and acts as a fiduciary to certain types of advisory clients. Clients have the option for client-directed services, and the firm's investment process involves fundamental, long-term analysis to achieve client objectives. John W. Bristol & Co., Inc. does not engage in principal trading or agency cross transactions and has policies in place to ensure best execution and compliance with ethical standards.