PARTNERSHIP PROCESS

A partnership with Bellatore Investment Counsel is based on mutual selection. After all, we cannot be all things to all people, and what we do, we want to do well. Once you familiarize yourself with our services and decide to explore a partnership with Bellatore, the next step is to contact us. We will then explore a relationship that is based upon your specific needs.

Our partnership process includes an initial interest conversation to discuss the challenges you face in your business and how Bellatore may be able to help you. This is typically followed by a face-to-face meeting to discuss our partnership opportunities. If we each feel that there is a true opportunity for partnership, we will begin our relationship. To welcome you to Bellatore and facilitate your transition, we offer customized guidance on how to maximize the Bellatore Total Business Solution to best meet your needs.