Vision & Market Position

Having had considerable year's investment experience collectively, John Wood and Bob Sewell understand the complexities faced by High Net Worth investors and the absolute need for a “Tailored Solutions” approach to managing their investments.

Bellwether’s vision is to be respected as a leader in providing investor's a “tailored solutions” approach to managing their investments

After eighteen months and a significant capital investment in research, and development, Bellwether launched a series of investment strategies based on our "Disciplined Growth" investment process to High Net Worth investing.

Bellwethers vision is to be respected as a leader in providing investor’s a “tailored solutions” approach to managing their investments. Bellwether provides only high quality equity and fixed income securities that meet investor’s long term requirements and risk tolerance.

We achieve this by focusing on North American equities and fixed income, and by sticking to our “Disciplined Growth” investing approach. It is Bellwether's proprietary investment process of disciplined independent research that delivers results. In addition, we are personally invested in our investment strategies.

Bellwether strives to provide a distinctly personal service that is truly focused on meeting the broader needs of our clients. Our philosophy is built on the following principles;

• Tailored - to tailor our services to meet complex client objectives
• Designed - to deliver solutions designed specifically for each client
• Transparency - to provide transparency and access to our experts
• Distinct / Quality - to provide distinct, high quality investment solutions
• Manage Risk - to manage risk effectively and deliver investment returns that allow our clients to achieve their long term goals
• Security / Discretion - to provide the highest degree of security and discretion

Bellwether specializes in North American equities and fixed income where our experience and research capability gives us a competitive advantage. As such, we continually look to upgrade our investment management capability, and to identify and select shares of companies producing growth in profits.