John W. Bristol & Co., Inc., is a privately owned,
independent investment adviser. It was established in 1954 as the
successor to a firm founded 25 years earlier to advise the endowment
funds of Princeton University and Swarthmore College. We still
proudly serve those clients. Bristol, as we are known, concentrates
on tax-exempt portfolios, with our primary emphasis being endowments
and foundations. We currently manage approximately $6.2 Billion for 88 clients.
We are deliberately a small firm, owned 100% by employees. Our investment professionals all have backgrounds in research, which range from 15 to more than 40 years. As most of us have covered a variety of industries, our expertise overlaps, creating a sound platform for shared decision-making. Each of us, however, also has a specific area of investment responsibility - such as companies or industries. We all contribute our perspectives to assessing every investment the firm makes.
Thus, we quite consciously make decisions as a group, to
capitalize on our combined knowledge and experience. We can apply
such rigorous analysis to investments because of our focus:
Bristolís portfolios are all similar. As comfortable as we are with
our demonstrably successful investment process, we are continually
seeking to refine the methodology as well as enhance the
intellectual capital that underpins it.
Organized in 1937 as investment
advisor to Princeton and Swarthmore endowments
Independent investment counselor,
owned by partners