RONALD A. BARTLETT & ASSOCIATES, LTD

Overview

Ronald A. Bartlett & Associates, Ltd is an independent RIA that acts as a capital allocator for both individual and family clients as well as some institutional accounts. The firm combines fee-based advisory work (percentage of AUM and fixed fees, plus other fee arrangements) with insurance brokerage services, and lists financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and the publication of periodicals or newsletters among its advisory activities. In practice the firm shows a clear preference for equities: exchange‑traded securities make up the bulk of assets under management. Ronald A. Bartlett & Associates, Ltd does not present itself as an active ESG investor and appears to run a relatively concentrated, liquid model centered on tradable public markets while retaining the ability to allocate to third‑party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices