John W. Bristol & Co. is a privately owned, independent investment adviser. We were established in 1937 to advise college and university endowment funds. In addition to endowments, we also serve charitable foundations, trusts, high net worth individuals, partnerships, as well as pension and other institutional clients. Many of our clients have been with us for decades. The firm is owned by employees and is an independent registered investment adviser.
Our firm is owned 100% by employees. All partners have equity in the firm and are personally invested in the same portfolios we construct for our clients. We are structured such that we only do well when we serve our clients well. All partners are solely focused on the investment process, with experience in fundamental research and portfolio construction that ranges from almost fifteen years to more than fifty. The average tenure of the partners at the firm is more than twenty years, which provides stability to our organization as well as a deep, broad-ranging well of expertise. We work as a team, trying to leverage our different individual talents as well as the benefits of shared perspectives.