Bellwether Capital Management LLC

Charles Tracy is a CFA® charterholder with a Series 66 license and over seven years of experience in financial services. He is currently an advisor at Bellwether Capital Management LLC, having previously worked at Intuit, Workday, UCLA Anderson School of Management, and Franklin Templeton Distributors, Inc. Bellwether Capital Management provides wealth management and financial advisory services to private clients such as individuals, families, trusts, and small businesses, as well as select pension and profit-sharing plan clients. The firm employs proprietary model portfolios, including global macro tactical allocation and enhanced U.S. equity strategies that may use derivatives and listed options, typically offering discretionary management combined with fee-only asset-based pricing.

Victor Lai is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been the sole advisor at Bellwether Capital Management LLC since 2009. Bellwether Capital Management provides investment management and financial consulting to private clients including individuals, families, trusts, small businesses, and other organizations. The firm offers discretionary portfolio management through proprietary global macro and enhanced long-short equity strategies, utilizing derivatives and listed equity options within separately managed accounts.