A complete list of active advisors currently associated with Bartlett, Lawrence E
Warmer can help you find a great advisor at Bartlett, Lawrence E or one who fits your needs even better.
The firm provides discretionary investment supervisory services to individuals, corporations, and charitable organizations and has historically managed retirement accounts and a non-profit foundation. It focuses on securities portfolio management and delivers regular account reviews and semi-annual performance reporting. The firm employs a long‑only U.S. common‑stock strategy with a growth and momentum orientation, combining fundamental research with technical analysis and placing heavier weight on technical conditions in down markets. Portfolio tactics may include ADRs, use of high‑dividend stocks as a substitute for bonds, occasional covered calls, and, with client consent, margin or listed options. The proprietor is a California‑licensed certified public accountant with decades of accounting experience and ongoing work with corporate and non‑profit clients, a credential that is uncommon among solo independent advisers. The firm’s deliberate restriction to U.S. common stocks (excluding bonds, municipal securities, short positions, commodities, and most derivatives) together with its service to a foundation and experience with retirement accounts distinguishes its client mix and advisory profile from many peers.
To learn more about the advisors currently working at Bartlett, Lawrence E, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arcadia, CA
| 0
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