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Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.

We are delighted that you are taking the time to learn more about Alvery Bartlett Group and the investment opportunities we offer.

 

We believe it is critical to look past prevailing views, which can overinflate the value of many “popular” investments. Investors need greater diversity and flexibility in preparing their long-term financial goals. Our experience from analyzing and navigating the financial markets for the past 40+ years has lead us to conclude that true portfolio diversification can only be achieved through exposure to the five asset classes consisting of stocks, bonds, real estate, natural resource based investments, and currency.*

 

While Alvery Bartlett Group can provide you with a full complement of traditional investments, the focus of our website is to introduce you to several sophisticated, hard asset based, alternative investments.

 

We have also included valuable information that summarizes Internal Revenue Service Section 1031 like-kind exchange for deferring federal and state income taxes on real estate held for investment or use in business.

 

We realize your time is valuable and rather than studying this material on your own, you may wish to use it as a starting point for directing your personal investment discussions with us. We look forward to helping you better understand how these alternative assets could be a useful tool for your investment portfolio. Please call or send an e-mail so we can begin our conversation.

 

Sincerely,

 

Alvery A. Bartlett, Jr.

 

 

*Diversification cannot eliminate the risk of investment losses.

Contact

Discover how an Alvery Bartlett Wealth Advisor can help you achieve your long-term financial goals, through investment and wealth management.

Our Process

True Portfolio Diversification

We provide investment opportunities that can reduce portfolio exposure to the shortcomings of the current, widely accepted, narrowly focused investment paradigms.

Learn about our Process

Investments + Services

Real Asset Investments

Our focus is to identify direct investment opportunities such as real estate, energy, timber, infrastructure, commodities and precious metals.

Discover the advantages

News + Insights

Market Letters

and Commentary

To help investors navigate up-to-date global trends and conditions, we provide regular market letters with details on our macroeconomic view toward investing.

Read the latest Insight

Explore Further

Alvery Bartlett Group

8000 Maryland Avenue,
Suite 1031

Saint Louis, MO 63105

EMERGENCY CONTACT INFORMATION

If for any reason you can not reach our St. Louis office location by telephone, please contact Arete Wealth Management, LLC at 312-940-3684 for trading, cashiering and other general assistance.

Securities Disclosure

Registered Representative of and securities offered through Arete Wealth Management, LLC. Member FINRA/SIPC/NFA. Alvery Bartlett Group is independent of Arete Wealth Management, LLC.

 

© 2017 Alvery Bartlett Group. All rights reserved.

Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.

Alvery Bartlett Group

Alvery Bartlett Group