A complete list of active advisors currently associated with Bellingham Capital

Warmer can help you find a great advisor at Bellingham Capital or one who fits your needs even better.

Bellingham Capital provides discretionary portfolio management as well as financial planning and consulting to individuals, high‑net‑worth clients, trusts, foundations, charitable organizations, corporations and retirement plans. Services include ongoing portfolio supervision across individual securities, mutual funds and ETFs, use of options when appropriate, and advisory support for employer‑sponsored retirement plans. The firm generally emphasizes a long‑term, strategic asset‑allocation approach implemented through proprietary model portfolios that can be customized to client objectives, using fundamental analysis supplemented by technical indicators for trade timing. BCM performs internal due diligence on mutual funds and ETFs, favors no‑load/load‑waived funds, and may employ cash positions, options or shorter‑term trades for rebalancing, hedging or opportunistic reasons. Noteworthy aspects include its fee‑only model with no performance‑based fees and an explicit avoidance of soft‑dollar arrangements, and the disclosed outside interest of several senior staff in a pooled investment vehicle (Cumulus360 LLC). The firm’s regular work with foundations, charities and corporate retirement plans, together with offering hourly planning engagements, differentiates it from many peers in similarly sized advisory teams.

To learn more about the advisors currently working at Bellingham Capital, 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.

You can also browse Bellingham Capital's office locations.