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

Alvery A. Bartlett, Jr., founder of the Alvery Bartlett Group, a St. Louis-based boutique firm specializing in non-traditional and real asset investments, is a registered representative of Arete Wealth Management, LLC.

 

Mr. Bartlett formally began his career in finance in 1968 as a retail broker with Merrill Lynch, Pierce, Fenner and Smith, later becoming an institutional futures representative, specializing in the corporate hedging of government bonds, lumber, and copper. After several years in management, both with Merrill Lynch and St. Louis-based Clayton Brokerage Company, he formed the Stock Index Futures Company in 1982, the first retail Futures Commission Merchant specializing in stock index futures.

 

In the late 1980s, through an affiliate of Stock Index Futures Company (Alvery Bartlett Brokerage Company), Mr. Bartlett affirmed his deep ties to the institutional investment world by helping to introduce the first non-member firm to do business directly on the floor of the New York Stock Exchange. This new trading option, referred to as “direct access” ultimately grew to be substantial enough, with approximately 20 institutional accounts, to merit the sale of the business of both companies.

 

Since 1990, Mr. Bartlett’s concentration has been on the financing of most sub-classes of Commercial Real Estate, Royalties (Natural Gas, Oil and Coal), Natural Gas and Oil Drilling Partnerships, and Timber REITs. His deep understanding of the broad universe of alternative and real asset investments has been utilized by many clients, both individual and institutional. Due to his group’s open-architecture environment, Mr. Bartlett is also able to provide access to opportunities, which may not be readily available at more traditional investment firms.

Alvery A.

Bartlett Jr.

Founder

Meet Alvery

Susan

(Xin) Xu

Registered Representative

Meet Susan

Joseph

Bench

Registered Representative

Meet Joseph

Shawn
O'Shaughnessy

Wealth Advisor

Meet Shawn

Laurance

Serituk

Chief Operating Officer, ABFM

Meet Laurance

Debbie

Hull

Associate

Meet Debbie

Jamie
Saettele

Market Research
and Portfolio Strategist

Meet Jamie

Meet Our Associates

Contact

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

Who We are

Letter from Our Founder

At Alvery Bartlett Group, we believe in helping people achieve their long-term financial goals through true investment diversity and flexibility.

Read about our Philosophy

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

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