RESEARCH

Bellatore Investment Counsel pursues an advanced research agenda that focuses on the design and ongoing enhancement of our investment process. This research is guided by Bellatore's vision to implement science-based solutions derived from our understanding of investments, money management and investors.

Our research group brings distinguished academic experience and advanced quantitative skills to institutional-quality asset management. Hands-on expertise in Modern Portfolio Theory, Behavioral Portfolio Theory and risk measurement tools ensure that Bellatore's research is focused on implementable techniques for better portfolio design and management methods.

This academically-based, risk-managed approach is beneficial to both the investor and the advisor's business. For investors, a lower volatility investment approach tends to provide greater comfort and is more aligned with the investment planning process. This approach benefits the advisor because it helps control and stabilize the advisor's assets under management.

A selection of research articles can be found in our publication library.