News Alert
Bellwether Investment Management continues their multi-boutique growth strategy with the addition of archerETF as a new division.
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A Fresh Approach to Investment Services
Bellwether Investment Management Inc. ("Bellwether") is a boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts utilizing its proprietary "Disciplined Growth" Investment Process.
It is our investment experience and the "Disciplined Growth" process that results in superior returns for our clients...
Our Team
The Bellwether team is deep with investment experience led by two partners who have over 50 years combined investment 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 30 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, High Net Worth (HNW) investors are given “cookie cutter” products in an attempt to meet their needs that were designed either for the masses or for large institutions. We believe that HNW investors need and deserve to receive tailored solutions that will truly meet their needs. Bellwether seeks only high quality, compelling investment opportunities with companies that have strong balance sheets and proven sustainable earnings. We are primarily focused on North American equities and fixed income where we have significant expertise, reliable information, and abundant opportunities. Our "Disciplined Growth" investment process is the key to producing superior returns.
Understand how Bellwether's investment process can benefit you »
Bellwether Insights
Are you Bamboozled by Stock Market Bipolarism? The stock market has "Bipolar Disorder" in the short term.
Latest Articles
Fools R Us - Hardly any timers called decade's major turning points.
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Bellvest Insights
Bellwether INSIGHTs from our Investment team, is a brief commentary on specific market events and our market outlook.
Bellwether Presentation
"Has the Bear Returned to Hibernation" find out what Bellwether has to say in the seminar presentation.
