city-of-melrose-city-council-agenda-october-20-2025_a23.pdf
Bartholomew & Co. Manages Melrose Trust Fund Investments
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Description
Melrose’s Treasurer reports that Bartholomew & Co. serves as investment advisor to the City’s $14 million Trust Funds, currently managed under the state Legal List of Investments. Adoption of the Prudent Investor Rule will allow the advisor to diversify holdings within a broader investment universe consistent with the new Trust Funds Investment Policy Statement.
Contract Details
Vendor
BARTHOLOMEW & CO.
Agency
City of Melrose, MA
Contract Type
FINANCIAL_SERVICES
Document Date
October 20, 2025
Renewal Info
Existing advisory relationship; memo notes the Treasurer may periodically consider going out to bid for management of funds, but no specific renewal or end date is stated.
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