Bartlett, Lawrence E

Lawrence E. Bartlett is a registered investment advisor operating as a sole proprietorship based in Arcadia, California. Founded in 1987, the firm specializes in managing stock portfolios for individuals, retirement accounts, and non-profit entities. Lawrence E. Bartlett focuses primarily on long-only U.S. common stocks, occasionally using covered call options and high-dividend stocks as a substitute for bonds, while avoiding market timing, bonds, short-selling, commodities, and cryptocurrencies. Clients can request custom restrictions on certain industries, such as cigarettes or gambling. Lawrence E. Bartlett also maintains a separate practice as a Certified Public Accountant.