Bellwether Capital Management LLC. That’s why every portfolio management company that’s become part of the Bellwether family since 2010 was selected with the same values-oriented strategic mindset that we use to manage our cli… Menu & Reservations Make Reservations . Trust, and a paycheque every month. Money isn’t about numbers, it’s about achieving your goals. steve.meehan@bellvest.ca, Private: $500,000 That’s why every portfolio management company that’s become part of the Bellwether family since 2010 was selected with the same values-oriented strategic mindset that we use to manage our clients’ investments. – to deliver solutions designed specifically for each client; and. – to provide transparency and access to our experts. Retirees Nurturing wealth so you can live a longer, better life. See how we're operating during the COVID-19 pandemic. and recommendations regarding wealth planning strategies. live off your nest egg; grow your nest egg; team. I didn’t think I could buy my ex-husband out of our home or go back to school or put my daughter through university, and now I’ve done all three. Toll Free: Learn More "Price is what you pay. Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. About us Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. We believe everyone deserves professional financial advice, regardless of age or assets. Tel: (905) 337 - 2227 ext 201 We use the well-respected “core-satellite” approach to construct our ETF portfolios, using our robust methodology to take advantage of time-sensitive opportunities and quickly rebalance portfolios in response to increasing market risk. Our process is Disciplined because we apply rigorous quantitative and qualitative methodologies used in the selection of companies that have better than average valuations, revenue and cashflow growth and balance sheet strength. Investing an inheritance? R . ”Our fundamental belief is that growth in corporate profits and the resultant dividend growth will eventually lead to share price appreciation.”. An analysis, and recommendations regarding wealth planning strategies; A transition plan regarding how best to transfer existing investments; Quarterly account statements and portfolio performance; Informative quarterly reports, which include our current investment strategy; and,On-line access to the custody accounts. Toronto, Ontario Fax: (925) 905-3195. What’s the difference between ESG and SRI? Tailored Investment Solutions. Please visit our website, www.AdaptiveETF.ca for more detail. Bellwether Investment Management Inc. is a multi-boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts. #1 Trust is earned one conversation at a time. As a result, in 2018, Adaptive ETF was formed as a division of Bellwether Investment Management Inc., focused on our Global Tactical ETF strategy. That’s why every portfolio management company that’s become part of the Bellwether family since 2010 was selected with the same values-oriented strategic mindset that we use to manage our clients’ investments. We answer the top questions about investing for growth, including our strategy. Instead, we are the head chef. Together. The IPS documents the details gathered in our client discovery process, including the desired frequency of contact. #3  Teamwork gets the best results. Planning for early retirement? See what employees say it's like to work at Bellwether Asset Management. Our investment approach is team based, with all of our portfolios guided by our Investment Committee. Largest private investment counsel firms in Canada (according to Strategic Insights survey), Total combined value of Bellwether assets under management, Growth of assets under management each year for the past three years. Our goal is to deliver superior returns for investors. You shouldn’t have to trust a stranger with your future, so consider this our first life chat. Bellwether Capital is a boutique portfolio management company that seeks to maximise opportunity, calibrate risk and value tomorrow. #5  Innovation is the answer to uncertainty. ... At the heart of our investment philosophy, is a conviction that ownership of equity in well-managed and financially-sound companies today, is the best source of income and wealth tomorrow. info@pmac.org, ©2020 Portfolio Management Association of Canada |, ”Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their needs…”. ”Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their needs…”. We want to manage our growth in keeping with our principles. Bellwether Management Solutions offers tailored solutions for services commonly needed by utilities. Ms. Leslie joined Bellwether in August 2020 and is primarily responsible for the asset management of west coast office investments. Bellwether Investment Management Inc 1267 Cornwall Rd 202 Oakville ON L6J 7T5. Established in 1998 to meet a growing need, our management team represents over a century of experience in managing utility operations. Are you ready to share your beliefs? Learn More. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness. San Ramon, CA 94583. M5C 2V6, Tel: (416) 504-1118 Institutional: $500,000, * indicates a physical location in this province. Performance Focus. Are you invested in the right things to reach your goals? Our employees are experienced and proficient in many aspects of business operations. #2  Your interests come before ours. I’ve given Bellwether everything I have to invest, and I couldn’t be happier. (866) 469 - 7990 While the roots of the company go back further, Bellwether was formed in 2009. Bellwether Investment Advisors (may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. President and CEO If you’re ready to spread your wings, let’s fly. Contact BCM The heart of the strategy is active management—done by our team, not by the manufacturer of the ETF products that we are trading. Bellwether strives to provide a distinctly personal service that is truly focused on meeting the broader financial needs of our clients. Get directions, reviews and information for Bellwether Investment Management Inc in Oakville, ON. A pragmatic approach to wealth management. Which led us to create our subscription-based service. #6  A global approach reduces risk. This is not a one-time effort. Reviews (905) 337-2227 Website. Lessons from Oakville Community Foundation, How to avoid these 4 common retirement mistakes. She has twenty years of commercial real estate investment experience, most recently as the Director of Asset Management at Atlas Capital Group, a New York based owner and developer, and oversaw the redevelopment of ROW DTLA. Bellwether strives to overcome the notion that the investment firm only serves their clients as “portfolio manager”, by delivering on the promise of broader “wealth management”, offering its clients a service based on the philosophy of tailored solutions. Fax: (416) 504-1117 This decision to invest in passively managed ETF products is a conscious and defensible one, because we know what happens when there are too many cooks in the kitchen. If you’re ready to spread your wings, let’s fly. our story; meet our team; join our team; resources We could’ve gone with a bank, but we don’t want to feel like client 9658. How much do you need and what’s the best way to invest it? #4  Good decisions come from discipline. I feel confident that we’re in good hands. Bellwether Investment Management Inc. (“Bellwether”) is a boutique investment manager that offers tailored investment solutions for High Net Worth (HNW) investors, Foundations, Estates and Trusts utilizing its proprietary “Disciplined Dividend Growth” Investment Process. Bellwether Investment Advisors (“RIA Firm”) is a registered investment adviser located in Irvine, CA. Our investment solutions include North American equity and fixed income portfolios utilizing our proprietary ”Disciplined Dividend Growth” Investment Process and a Global Tactical ETF Strategy through our Adaptive ETF division. Read verified and trustworthy customer reviews for Bellwether Investment Management Inc. or write your own review. Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. At its most fundamental level, the Adaptive Global Tactical ETF Strategy® is a way to combine team wisdom with computer-aided modelling of risk and quantitative evaluation of specific ETF products. It’s this adaptability that makes a measurable positive difference in portfolio value over time. 1267 Cornwall Road, Suite 202 Please see ”Our Approach” on our website, www.bellvest.ca for more detail. The end result is a repeatable process that is proven to adapt to the rapidly changing world we live in today. Here they are. We want to manage our growth in keeping with our principles. Let’s talk. #5  Innovation is the answer to uncertainty. ”Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their needs…” We want to manage our growth in keeping with our principles. Oakville, 2430 Camino Ramon, Suite 108. Financing the kids’ education? If you’re almost retired or already there, time is your most precious asset and money is how you’ll make the most of it. Created by Human_Code      Privacy Policy      Term of use      Whistleblower Policy & Complaints. #1 Trust is earned one conversation at a time. The Adaptive strategy is first and foremost a global approach, and our process has been developed specifically to respond effectively to the added risks of a turbulent economic, social and political world. Bellwether strives to overcome the notion that the investment firm only serves their clients as “portfolio manager”, by delivering on the promise of broader “wealth management”, offering its clients a service based on the philosophy of tailored solutions. It comes down to personalized service, shared philosophy and the belief that we’re valued. Defining “superior returns” is specific to each investor’s objectives; therefore, we work with our clients to tailor their solution and understand their definition of success. It is a constantly repeating cycle, where our four-part active management process continually tells us when to adjust our holdings. Adaptive ETF was formed as a division of Bellwether Investment Management Inc., focused on our Global Tactical ETF strategy. Bellwether Investment Group LLC: 605 Chestnut St Ste 1210 // Chattanooga, TN 37450-5502; Tel: (905) 337 - 2227 ext 203 All aspects of our client relationships are defined within an Investment Policy Statement (IPS). Bellwether Investment Management Inc. – Financial company in Oakville, ON – 1267 Cornwall Road, Oakville, Ontario. Portfolio Management Association of Canada, 1 Toronto Street, Suite 905 Are you paying too much in fees? Bellwether Capital Management is focused on providing investment advice and financial planning services — not on selling unnecessary products. The investment style is methodical, disciplined and, importantly, fulfils our needs without exposing us to unacceptable risk. Here is some helpful advice. Trust leads to that confidence. While the roots of the company go back further, Bellwether was formed in 2009. We believe that our client relationships will only be successful if both parties agree on how the portfolio is to be managed as well as when and how the client wants to be communicated with. Since we’re a values-based organization, let’s start with our beliefs. Please visit our Bellwether website, for more information on our North American investment solutions or Adaptive ETF for our Global Tactical ETF Strategy. Salaries, reviews, and more - all posted by employees working at Bellwether Asset Management. Recovering after a divorce? Bring us your performance report from your bank or broker and we'll offer our advice. Chairman © 2020 Bellwether Investment Inc. As a result, in 2018. Bellwether Asset Management is a privately owned real estate advisory firm based in Los Angeles, CA. bob.sewell@bellvest.ca, Steve Meehan Things go up and they go down, but I don’t bother about it. Is your risk tolerance actually reflected in your portfolio? Phone: (925) 230-9482. (905) 337 - 2227 Our process is Growth because we emphasize profit and dividend growth. info@bellvest.ca Ontario L6J 7T5 www.bellvest.ca, Bob Sewell Initially engaged by Oaktree Capital’s real estate group to develop an asset management platform, we’ve expanded our services to various investment firms, family … 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; and, Transparency – to provide transparency and access to our experts. Together.

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