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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. 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. If you’re ready to spread your wings, let’s fly. Learn More. Bellwether Capital Management LLC. Are you paying too much in fees? Together. Bellwether Management Solutions offers tailored solutions for services commonly needed by utilities. Menu & Reservations Make Reservations . our story; meet our team; join our team; resources Created by Human_Code      Privacy Policy      Term of use      Whistleblower Policy & Complaints. ... 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. Which led us to create our subscription-based service. 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. Trust leads to that confidence. 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…”. 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. and recommendations regarding wealth planning strategies. How much do you need and what’s the best way to invest it? Since we’re a values-based organization, let’s start with our beliefs. Recovering after a divorce? Bellwether Investment Management Inc. is a multi-boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts. 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 Investment Management Inc. – Financial company in Oakville, ON – 1267 Cornwall Road, Oakville, Ontario. Are you ready to share your beliefs? If you’re ready to spread your wings, let’s fly. What’s the difference between ESG and SRI? A pragmatic approach to wealth management. Bellwether Capital is a boutique portfolio management company that seeks to maximise opportunity, calibrate risk and value tomorrow. Are you invested in the right things to reach your goals? The IPS documents the details gathered in our client discovery process, including the desired frequency of contact. 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. #1 Trust is earned one conversation at a time. #2  Your interests come before ours. We want to manage our growth in keeping with our principles. We could’ve gone with a bank, but we don’t want to feel like client 9658. #6  A global approach reduces risk. Toronto, Ontario 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. As a result, in 2018. Instead, we are the head chef. Bellwether Investment Advisors (“RIA Firm”) is a registered investment adviser located in Irvine, CA. R . Fax: (416) 504-1117 Our process is Growth because we emphasize profit and dividend growth. 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. Our goal is to deliver superior returns for investors. 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. I feel confident that we’re in good hands. The investment style is methodical, disciplined and, importantly, fulfils our needs without exposing us to unacceptable risk. All aspects of our client relationships are defined within an Investment Policy Statement (IPS). 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. Here they are. Financing the kids’ education? 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 … Lessons from Oakville Community Foundation, How to avoid these 4 common retirement mistakes. 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. Bring us your performance report from your bank or broker and we'll offer our advice. bob.sewell@bellvest.ca, Steve Meehan Fax: (925) 905-3195. Please visit our website, www.AdaptiveETF.ca for more detail. ”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 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. San Ramon, CA 94583. We answer the top questions about investing for growth, including our strategy. See how we're operating during the COVID-19 pandemic. www.bellvest.ca, Bob Sewell Portfolio Management Association of Canada, 1 Toronto Street, Suite 905 Bellwether Investment Group LLC: 605 Chestnut St Ste 1210 // Chattanooga, TN 37450-5502; As a result, in 2018, Adaptive ETF was formed as a division of Bellwether Investment Management Inc., focused on our Global Tactical ETF strategy. Planning for early retirement? Trust, and a paycheque every month. © 2020 Bellwether Investment Inc. The end result is a repeatable process that is proven to adapt to the rapidly changing world we live in today. You shouldn’t have to trust a stranger with your future, so consider this our first life chat. Bellwether Capital Management is focused on providing investment advice and financial planning services — not on selling unnecessary products. 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 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. Together. 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. Is your risk tolerance actually reflected in your portfolio? Investing an inheritance? Please see ”Our Approach” on our website, www.bellvest.ca for more detail. Please visit our Bellwether website, for more information on our North American investment solutions or Adaptive ETF for our Global Tactical ETF Strategy. President and CEO (866) 469 - 7990 #4  Good decisions come from discipline. I’ve given Bellwether everything I have to invest, and I couldn’t be happier. Adaptive ETF was formed as a division of Bellwether Investment Management Inc., focused on our Global Tactical ETF strategy. It’s this adaptability that makes a measurable positive difference in portfolio value over time. 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 want to manage our growth in keeping with our principles. 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. Our investment approach is team based, with all of our portfolios guided by our Investment Committee. Contact BCM Tel: (905) 337 - 2227 ext 203 It is a constantly repeating cycle, where our four-part active management process continually tells us when to adjust our holdings. 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. Tel: (905) 337 - 2227 ext 201 Learn More "Price is what you pay. Let’s talk. 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. Reviews (905) 337-2227 Website. Oakville, 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. 1267 Cornwall Road, Suite 202 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. Retirees Nurturing wealth so you can live a longer, better life. We believe everyone deserves professional financial advice, regardless of age or assets. 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. 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… Ontario L6J 7T5 Performance Focus. 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. #3  Teamwork gets the best results. – to deliver solutions designed specifically for each client; and. (905) 337 - 2227 Our employees are experienced and proficient in many aspects of business operations. Things go up and they go down, but I don’t bother about it. steve.meehan@bellvest.ca, Private: $500,000 M5C 2V6, Tel: (416) 504-1118 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. live off your nest egg; grow your nest egg; team. Chairman Bellwether Asset Management is a privately owned real estate advisory firm based in Los Angeles, CA. Phone: (925) 230-9482. info@bellvest.ca 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. – to provide transparency and access to our experts. Read verified and trustworthy customer reviews for Bellwether Investment Management Inc. or write your own review. Salaries, reviews, and more - all posted by employees working at Bellwether Asset Management. ”Our fundamental belief is that growth in corporate profits and the resultant dividend growth will eventually lead to share price appreciation.”. Here is some helpful advice. It comes down to personalized service, shared philosophy and the belief that we’re valued. 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. This is not a one-time effort. #5  Innovation is the answer to uncertainty. See what employees say it's like to work at Bellwether Asset Management. Tailored Investment Solutions. While the roots of the company go back further, Bellwether was formed in 2009. While the roots of the company go back further, Bellwether was formed in 2009. Money isn’t about numbers, it’s about achieving your goals. 2430 Camino Ramon, Suite 108. #5  Innovation is the answer to uncertainty. Ms. Leslie joined Bellwether in August 2020 and is primarily responsible for the asset management of west coast office investments. ”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…”. 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. #1 Trust is earned one conversation at a time. Institutional: $500,000, * indicates a physical location in this province. Toll Free:

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