OUR IDEAL ADVISOR

Selecting a trusted partner can be a catalyst for success, providing invaluable assistance to overcome challenges and achieve goals. At Bellatore Investment Counsel, successful partnerships are based on a practical and philosophical fit. Advisors who partner with Bellatore tend to share the following characteristics:

• Fee-only or fee-based practice (or clear intent to transition)
• Investment advisory or comprehensive wealth management approach to client service
• Delegator orientation and/or desire to "partner" with an institutional-quality service provider
• Desire for purposeful profit and progress
• Belief that there is value in peer collaboration and learning
• Experienced advisory practice (typically with $30-250M in investment assets)