A complete list of active advisors currently associated with Belvedere Investments Corporation

Warmer can help you find a great advisor at Belvedere Investments Corporation or one who fits your needs even better.

Belvedere Investments Corporation provides discretionary asset management and financial consulting to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm’s brochure notes it does not serve typical retail (non–high-net-worth) individual clients, a scope that is uncommon among independent advisers. Investment programs are implemented on a discretionary basis and employ fundamental and technical analysis, asset allocation, thematic investing, and options trading, with client accounts reviewed at least quarterly. Financial consulting is offered on a project basis for topics such as retirement strategy, cash flow analysis, and estate preservation, with deliverables provided within stated timeframes. Noteworthy aspects include a very small scale of operations — the brochure reports four clients and roughly $37,692 in discretionary assets — and that the firm’s principal spends substantial time in an outside insurance business and may offer insurance products for separate compensation, a disclosed conflict of interest. The firm also recommends Interactive Brokers for custody and leaves proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Belvedere Investments Corporation, 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.

Name	Location	Years of experience
Jonathan Allen	Lenoir City, TN	4

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