Bellwether Investment Management 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.
…we strongly believe that affluent investors are often poorly served due to a “one size fits all” philosophy that dominates the investment industry…
It is our experience that as an investor’s wealth increases so does the complexity of their financial affairs. Often this complexity can represent an opportunity but it can be confusing and thus it is important to have experienced investment professionals that can help ensure the investor’s objectives are met. Frequently, this requires the coordination of several specialties such as legal, accounting, banking, insurance and investments.
We believe that a key differentiator of Bellwether is our orientation to finding the right solutions for each of our clients. To do this effectively, you must have the right process to gain a clear understanding of a client’s needs; an extensive knowledge of the issues facing affluent investors and the dedication to find, develop and construct the right solutions. The principles that guide Bellwether are to:
- Tailor our service to meet complex client objectives;
- Deliver transparent solutions that are designed specifically for each client;
- Provide distinct, high quality investment solutions and strive to deliver superior returns; and
- Manage risk effectively through our proprietary six step process and deliver investment returns that assist our clients in achieving their long term objectives.
There are 5 critical factors that help us fulfill this commitment:
- In order to meet a client’s long term objectives we need to start by gaining a clear understanding of their current financial position and objectives.
- With that understanding, we can then explore financial planning opportunities that will enhance our client’s financial situation and improve the likelihood of achieving their objectives.
- Only then can we construct a portfolio that is tailored to our client’s needs combining the extensive range of solutions that we have to offer.
- Finally, we offer solutions that are distinct from many of our competitors and we remain committed to continuing to developing unique opportunities for our clients.
A Disciplined Investment Process
- In our experience, the best investment managers in the world have a clearly articulated, “tried and true” investment process.
- Our fundamental belief is that growth in a corporation’s profits and ultimately their dividend will eventually lead to share price appreciation.
- We are committed to the Bellwether “Disciplined Dividend Growth” investment process in making our investment decisions.
- We focus on equity investments that trade in North America where we have significant expertise, solid information and abundant opportunities. We believe that through this North American focus we can gain broad Global exposure in our portfolios.
- We are focused on preserving capital through our six step approach to risk management
Distinctly Personal Service
- Our size allows us the flexibility to meet the unique needs of each of our clients. We limit the number of clients our Portfolio Managers are permitted to manage.
- Two Managers are directly involved in the day to day management of each client’s portfolio ensuring that at least one is always available to answer client questions.
- We ensure that our clients are well informed regarding our perspective on the markets; the strategies that we are implementing and the activity in their portfolio.
- We offer direct access to the decision makers managing your portfolio. All of our Portfolio Managers (PMs) are members of our investment committee.
- We value the trust you have placed in Bellwether and understand the importance of preserving your hard earned money while producing a reasonable return. To that end, we are personally invested in the same strategies and investments that your portfolio is invested in.
- Our independence allows us to deliver unbiased investment management and wealth management expertise without the influences that burden integrated financial institutions.
- Our fee structure is simple and transparent as we are solely compensated for managing your portfolio.
- We are an independent, boutique investment management company as we feel this independence and size is necessary to deliver on our promise of tailored investment solutions.
- Bellwether looks to hire experienced, well educated personnel that believe in our tailored solutions approach and our North American investment focus. This will ensure that our unique market position is continually enhanced.