Benefits

Why Choose Bellwether Versus Another Investment Manager?

We firmly believe that our independence, experience and the emphasis placed on tailored solutions implemented using our “Disciplined Growth” investment approach is a true benefit to our clients. Most importantly, it is the combination of these benefits that build capital wealth for Bellwether clients.

Independence

To have a successful investment management relationship it must be based on trust between the Investor and Portfolio Manager. Trust is built over time based on the values of fairness, transparency and integrity between Bellwether and our clients. A key element of building trust is delivering on our commitment and ultimately exceeding our client's expectations. We strongly believe that by being independent, we can provide clients with unbiased investment management and broader wealth management expertise without the influences that burden integrated financial institutions. To that end, we are personally invested in the same strategies and investments that our clients are invested in. By remaining independent we are acting first and foremost in the best interest of our clients in delivering the benefits they expect.

Experience

In volatile markets it takes highly qualified and experienced investment professionals to be able to deliver superior investment returns. Our team has been built around this model of experience and each team member has an average of 30 years experience in the investment industry. We value our client relationships and have committed to providing the very best client service and experienced portfolio management. In this way our clients have experience and expertise working directly for them.

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Disciplined Growth Process

Bellwether's goal is to provide superior returns to investors. Our proprietary Bellwether "Disciplined Growth" investment process is critical to achieving these returns. This investment process is based on the fundamental belief that increasing corporate profits eventually translate into share price appreciation. Successful "Growth" investing focuses on the long term profitability of a company, and then applies extensive tests to ensure profits will continue. "Discipline" refers to the rigorous methodologies used in the selection and construction of an investment strategy. Our strict adherence to this process is the key to building capital wealth for our clients.

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Building Capital Wealth

Our entire focus at Bellwether is to provide tailored solutions based on quality portfolio management that preserves capital, and earns superior returns for our clients on a long term basis. To achieve superior performance, we carefully balance risk and reward in our search for quality equity and fixed income investments. In consistently applying our "Disciplined Growth" investment process we are able to provide clients with "quality" investments that are required to drive results and ultimately build capital wealth.