A Fresh Approach to Investment Services
Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary "Disciplined Dividend Growth" Investment Process.
It is our investment experience and the "Disciplined Dividend Growth" process that when combined deliver results for our clients...
The Bellwether team is deep with investment experience led by two partners who have over 50 years combined experience. The unique skills of each team member work together to provide a strong foundation for our disciplined portfolio process and client service. The team has an average of 25 years experience in the investment industry. Our independence and agility as a small, highly focused team, is a client benefit.
Our Investment Approach
Our goal is to produce superior returns defined by the unique needs of each client. Too often, affluent investors are given “cookie cutter” products in an attempt to meet their distinct needs. These products are typically designed for the masses or for large institutions. We believe that affluent investors need and deserve tailored solutions. Bellwether specializes in constructing portfolios that provide a growing stream of dividend income with reasonable capital growth and inflation protection. We focus on equities and fixed income that trade in North America where we have significant expertise, reliable information, and abundant opportunities. Our "Disciplined Dividend Growth" investment process is the key to producing results.
Our archerETF Division
Toll Free: (866) 469-7990
Fax: (905) 337-3552
New Office (Opening Soon)
Toll Free: (000) 000-0000
Fax: (000) 000-0000