The Bellwether difference
The best of big and small
Whether you’re an affluent family or an institutional investor, it is our responsibility to help you meet the needs of the present while safeguarding the future, especially during uncertain times. Here’s how our approach to investment management is special, and how it benefits you.
N0.1 Your interests come first.
Every investment decision made on behalf of Bellwether clients, whether they're a foundation or family, is made by a portfolio manager. Portfolio managers are true fiduciaries, meaning we must always act in our clients’ best interests and be able to prove it. Our conduct is also governed by the Asset Managers Code of Professional Conduct as defined by the CFA Institute.
N0.3 You are treated like a person, not a number.
We offer a personalized experience that big banks, financial planning behemoths and large institutional asset managers can’t provide. That being said, we’re large enough to offer our clients innovative alternative investment opportunities that are typically available only to large investors such as pension plans.
N0.5 Your investments are based on a strategy that is tailored to your circumstances and goals.
Every Bellwether client has an investment policy statement—a document that guides the actions of your portfolio managers based on your investment objectives, including risk tolerance and expectation of return. If you already have an investment policy statement, we’ll follow it with care. If you don’t, we’ll develop one together, so you feel confident our day-to-day decisions meet your objectives.
N0.7 You receive regular, clear information that allows you to track performance against goals.
Meaningful communication is at the heart of every good relationship. We provide easy-to-understand quarterly and annual reports, encourage you to meet with a portfolio manager at any time to discuss your investments in detail, and offer opportunities to learn about investing. All three will help you be a well-informed and confident participant in determining the financial future of your family or organization.
© 2023 Bellwether Investment Inc.