Conducting due diligence, staying on top of asset class trends, and building efficient portfolios all consume time that could be better spent with your clients. Working with Bellatore gives you access to the investment tools and marketing support your business demands.
Investment Tools
- Comparitive portfolio analysis
- Online proposal tools
- Custom model support
- Stress tests, overlap and asset class analysis
Marketing Support
- Custom-branded marketing materials, reports and statements
- Weekly and monthly investor-friendly letter templates
- Quarterly newsletters & presentations
- One-on-one client preparation meetings
Flexible Portfolio Solutions
Unlike any other firm, Bellatore caters to advisors that want custom client portfolios, their own model portfolios or managed portfolios while having access to a team of investment experts to help with asset allocation, fund selection and ongoing management.
Custom Portfolios
Best suited for advisors that want to:
- Maintain a level of control and flexibility over their investments
- Stop selling all their assets to transition to a new firm
- Use more than a single fund company
- Access a team of investment experts to help with asset allocation and fund selection
- Carry over cost basis and, in some cases, performance
- Customize their service experience and ongoing management
Managed Portfolios
Best suited for advisors that want to:
- Access professionally managed portfolios
- Invest in portfolios that adapt to the changing market
- Leverage an expert asset allocation and fund strategist
- Use more than a single fund company
- Outsource monitoring and rebalancing
- Customize their service experience
