Bellwether Investment Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bellwether Investment Services LLC provides discretionary investment management and financial planning to a small group of individuals, high‑net‑worth clients, trusts, and other business entities. The firm advises primarily on equities, mutual funds, and exchange‑traded funds and tailors its services to each client’s stated objectives, risk tolerance, and investment restrictions.
The firm constructs portfolios from a mix of equity, fixed income, and alternative investments, generally favoring ETFs and individual stocks while integrating risk-management considerations and an active management orientation aimed at outperforming common benchmarks. Bellwether does not use proprietary funds and may consider annuities or other suitable instruments when they align with client goals.
Bellwether operates as a tightly run, referral‑focused practice that reports it has not solicited new clients since inception and will generally consider new relationships only by referral, a process that differentiates it from many peers. The firm holds client assets at Interactive Brokers (with direct fee deduction) and declines proxy‑voting authority, and it is overseen directly by its managing member, who also serves as the firm’s chief compliance officer.
Client services
Expertise
Fee options
$0+: 0.5% +: up to 1.5%
$50 per hour with a two-hour minimum for stand-alone financial planning services
Main office
Loveland OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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