For your Investment Portfolio, whatever your goal, Bellaire Capital Management, LLC believes in recommending a customized Asset Allocation strategy to optimize your after tax return given your individual preferences and risk tolerance.
Bellaire Capital Management offers Investment Strategies that have exposure to a full range of Asset Classes - including Taxable and Tax Exempt U.S. Fixed Income, Global Equites - including Emerging Market equities and a range of Balanced Styles.
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.