A complete list of active advisors currently associated with Bellaire Capital Management, LLC

Warmer can help you find a great advisor at Bellaire Capital Management, LLC or one who fits your needs even better.

Bellaire Capital Management is a small independent advisory firm that manages roughly $16.15 million for about two dozen clients, primarily individuals but also trustees and fiduciaries for retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, including plan design support, vendor RFP assistance, participant education, and plan participant advisory services. The firm implements client-specific Investment Policy Statements and uses a blend of fundamental, technical, cyclical and quantitative analysis to construct and monitor portfolios, documenting risk tolerances and typically operating with discretionary trading authority. Investments are limited to publicly traded vehicles but the firm’s permitted universe explicitly includes ETFs, REITs, MLPs, options, futures and foreign currencies, and its approach combines longer-term fundamental allocations with shorter-term cyclical and trend considerations. Compared with many solo independent advisors, Bellaire’s provision of services to pension/profit-sharing plans and other institutional clients is uncommon and the firm discloses that it will act as an ERISA fiduciary when providing ongoing plan monitoring and recommendations. The firm manages all assets in-house rather than hiring third-party managers and routes custody and trade execution through a low-cost custodian, while limiting receipt of third-party research, soft dollars or referral compensation.

To learn more about the advisors currently working at Bellaire Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.