Bellatore knows the challenges that you face on a daily basis. That's why we created a comprehensive set of solutions for your practice's outsourcing needs.

Bellatore Focuses On This:

Marketing Client Presentations Quarterly Client Newsletters Client Communications Operations Account Set-up Trading Billing Performance Monitoring Reporting Support Network Technology Business Navigator Platform Online Advisor Portal Form Filling Tools IPS and Proposal Tools Practice Management Business Consulting Wealth Planning Field Support Learning Opportunities Business Systemization Center of Influence Programs Investments Portfolio Design Model Portfolios Fund Selection Investment Philosophy

 

So Advisors Focus On This:

 

At Bellatore Financial, our goal is to deliver robust, industry-leading investment management programs. We offer the following investment programs:

• Unified Managed Account Program (UMAP)
• Mutual Fund Wrap Program
• Managed Portfolio Programs

Investment Programs
Bellatore offers a broad range of solutions that span the investment spectrum.
As shown below, choice and flexibility are at the foundation of our program menu.

Bellatore Investment Programs
	Unified Managed Account Program (UMAP)	Altius Select Investment Portfolios	Capital Allocation & Management (CAM)
Description	Advisor-created models of mutual funds and ETFs	Managed mutual fund portfolios	Managed mutual fund and ETF portfolios
Asset Allocation Methodology	100% Strategic	100% Strategic	80% Strategic 20% Tactical
Investment Vehicles	Mutual Funds & ETFs	Mutual Funds	Mutual Funds & ETFs
Investment Management	Advisor choice (access to recommended list)	Active	Passive, hybrid and active available
Unique Features	Fully custom models (153 starting points)	10 Models	70 + Models
Minimum Account Size	$0 (advisor sets minimum)	$50,000	$50,000
Portfolio Customization	Yes	No	No
Available Custodian(s)	Schwab Institutional Pershing (PAS) TD Ameritrade Fidelity	Schwab Institutional	Schwab Institutional Pershing (PAS) TD Ameritrade Fidelity

As part of our dedication to helping you manage and enhance your practice, Bellatore has created a knowledge-sharing environment that brings together compelling research, new ideas and innovative strategies all geared to the needs and challenges of the advisor community.

Bellatore is committed to sharing best practices in areas such as marketing, practice management and technology. We also give advisors the opportunity to connect and share ideas through a series of forums and events.

Bellatore Partners
Bellatore has partnered with two industry experts that offer best practice content and strategic consulting designed to take an advisory business to the next level.