El Dorado Hills, CA Office

Bellwether Capital Management provides wealth management and financial advisory services to private clients including individuals, families, trusts, and small businesses, and it also accepts select pension or profit‑sharing plan clients. Like many independent advisors, the firm operates on a fee‑only, asset‑based model and offers both ongoing portfolio management and one‑off financial consulting.

The firm implements proprietary model portfolios, including a global macro tactical allocation strategy that adjusts asset‑class weights using fundamental and technical analysis, and an enhanced U.S. equity strategy that employs fundamental stock selection and may trade listed options or index derivatives. Management is typically discretionary and delivered through model portfolios, with the option to unbundle financial planning from ongoing investment management when clients prefer standalone services.

Notably, the brochure discloses the use of derivatives and publicly listed options within separately managed accounts—an uncommon practice among single‑advisor independent firms—and a selective willingness to work with retirement plan clients. The firm emphasizes internal policies around best execution and ethics (including adherence to the CFA Institute Code of Ethics and Standards), and maintains a small client roster that supports customized, selectively offered strategies.