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WHY BELLATORE

There are many different industry service providers with widely varying products, services and pricing. While advisors have access to a wide range of services from separate providers, it is difficult to find one provider to address all of your needs and clients.

Below is a list of cores services that independent advisors typically need to run a business and the types of firms that provide these services. Bellatore Investment Counsel provides this comprehensive list of services in a unified manner through our Total Business Solution.

Services
Mutual Fund Companies
Custodians
Back Office Software
Turnkey Asset Management Programs
Targeted Outsourcing Firms
Monetization & Transition Firms
Bellatore
Investments
 
 
 
Marketing Materials
 
 
 
Business Development
 
 
 
Industry Research
 
 
 
 
Billing
 
 
 
 
Data Reconciliation
 
 
 
Performance Management
 
 
 
Reporting
 
 
 
Statements
 
 
 
Trading
 
 
 
Rebalancing
 
 
 
 
Custody
 
 
 
 
Succession Planning
 
 
 
Equity Monetization
 
 
 
 
 
 =Core Service Offering
    =Partial Service Offering
Source: Bellatore, LLC for Illustrative Purposes Only.


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