Having had considerable year’s investment experience collectively, Bellwether’s partners understand the complexities faced by affluent 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 investors with a “tailored solution” to managing their investments
After eighteen months and a significant capital investment in research, and development, Bellwether launched a series of investment solutions based on our “Disciplined Dividend Growth” investment process for affluent investors.
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 equities and fixed income investments that trade in North America, and by sticking to our “Disciplined Dividend 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