Our Firm...

Located in Bellaire, Texas, Bellaire Capital Management offers Investment Advisory services to individuals and institutions.  We offer discretionary, seperately managed accounts.  Our strategies cover the range of income and growth styles,  including Asset Allocation, Fixed Income and Total Return strategies.

Client Focused

Understanding your financial goals is the first step towards fulfilling your goals.   

✔ College Savings
✔ Retirement
✔ Rainy Day Fund
✔ New House
✔ Estate Planning

Investment Strategies
Targeted Solutions to meet your investment goals.

  • Asset Allocation Strategies:
    Income, Balanced, or Growth
  • Fixed Income Strategies: US Fixed Income, Core Plus, or Municipals.
  • Total Return Strategies: Growth or Aggessive Growth
 


Our Mission

Mission Statement

Our mission is to provide clients with superior investment performance when measured over a full market cycle coupled with superior client service.

We believe the key to beating the markets is the application of a disciplined investment process

We believe that lower costs of investment management lead to higher longer term returns.

We believe in managing portfolios to the client’s time horizon and not to the next quarter end.

We believe that Transparency is the key to good relationships.

We believe that direct access to investment decision makers is not only possible, it is mandatory.

Furthermore, throughout the investment advisory relationship our mission is to reduce uncertainty about your financial future while operating in a cost effective and ethical manner.

By completing an analysis of the future value of your portfolio during both the wealth accumulation and spending phases.

By estimating how much you can safely spend in retirement and the trade offs you face when saving to meet your financial goals.

As an investment advisor we are a fiduciary and required to put the client’s interest first

We will disclose all fees we charge before we start managing your money.