OUR VALUE

Bellatore Investment Counsel was founded with a central mission: to create a more rewarding business life for independent advisors. We believe that advisors like you value simple, substantive solutions that provide more time for what truly matters—enhancing your business and servicing client relationships.

To accomplish this end, our value proposition combines an unrivalled integration of services and strategies with a compelling, disciplined investment strategy. The result is a Total Business Solution that includes:

• A portfolio investment service with access to experienced institutional investment managers
• Back office service outsourcing, including account set-up, trading and reporting
• Unified Managed Account (UMA) technology that offers multiple investment solutions in a seamless manner
• Superior, relationship-based client service
• Committed, ongoing business development and practice management support
• Access to knowledge leaders from within Bellatore, our relationships in the academic and professional community, and a network of Bellatore advisors
• Industry-leading training and education programs
• Wealth planning services for affluent clients
• Comprehensive portfolio construction and analysis services
• Cost-effective, leading-edge operating technology