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.
Collectively, our portfolio management team have over 100 years experience in the investment industry.
Bellwether provides discretionary investment management focused on North American Dividend Growth investing and is dedicated to serving the distinct needs of affluent families, foundations, estates and trusts. While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds. Our pooled funds are used for smaller accounts; to invest in small to medium capitalization companies; and as an estate planning tool to avoid US estate tax. Generally, a combination of our segregated portfolio strategies and our funds can be tailored to create the right solution for a wide range of investor circumstance.
Collectively, the portfolio management team have over 100 years experience in the investment industry. Their investment knowledge and disciplined approach to understanding how company profits impact future stock value, results in superior returns for their clients. Bellwether only invests in high quality, compelling opportunities with companies that have strong balance sheets, proven sustainable earnings growth and a track record of regularly increasing their dividend or distribution.
Bellwether’s investment philosophy is simple; companies with growing profitability and a history of increasing the dividend paid to shareholders inevitably produce above average returns with lower volatility.
A word about the logo
The robin is a sign of Spring; a new beginning; a fresh start. At Bellwether, our goal is to bring that fresh perspective to you based on the knowledge and experience of our partners and tailor our services to deliver the right solution to meet your objectives. The Bellwether team are guided by four key tenets: Focus, Transparency, Integrity and Discipline.