Located in Houston, 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.
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.