Based in San Jose, California, Bellatore Financial, Inc. was founded in 2006. As a turnkey asset management provider, we offer services and strategies that help independent financial advisors place their clients in the best position to achieve their goals.
Born out of dissatisfaction with existing options, Bellatore was built from the ground up to deliver exceptional service and support. We are guided by a team of experienced and dedicated professionals and an Investment Committee that includes four widely-recognized experts: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory; behavioral finance expert Meir Statman; and risk management expert Sanjiv Das.
Bellatore is committed to delivering robust investment programs and knowledge leadership. In 2008, Bellatore expanded our investment program menu by acquiring Capital Allocation & Management. In addition, Bellatore has established relationships with industry thought leaders such as Pareto Systems, Credo Consulting and MoneyQuotient.
At Bellatore, we realize that every advisor is distinct. That's why we developed a business model to meet an advisor's needs at different stages. Bellatore Financial is dedicated to delivering sophisticated investment solutions and a higher level of service and technology. We also offer higher levels of partnership for advisors who seek more customization and exclusive services. Our tiered service model offers wealth management, business consulting and the benefits of participating in an exclusive community of like-minded advisors.
Born out of dissatisfaction with existing options, Bellatore was built from the ground up to deliver exceptional service and support. We are guided by a team of experienced and dedicated professionals and an Investment Committee that includes four widely-recognized experts: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory; behavioral finance expert Meir Statman; and risk management expert Sanjiv Das.
Bellatore is committed to delivering robust investment programs and knowledge leadership. In 2008, Bellatore expanded our investment program menu by acquiring Capital Allocation & Management. In addition, Bellatore has established relationships with industry thought leaders such as Pareto Systems, Credo Consulting and MoneyQuotient.
At Bellatore, we realize that every advisor is distinct. That's why we developed a business model to meet an advisor's needs at different stages. Bellatore Financial is dedicated to delivering sophisticated investment solutions and a higher level of service and technology. We also offer higher levels of partnership for advisors who seek more customization and exclusive services. Our tiered service model offers wealth management, business consulting and the benefits of participating in an exclusive community of like-minded advisors.
| The enduring principles of Bellatore are represented in our core values: | |
| Leadership | We strive to continuously put knowledge into action. |
| Insight | We seek to identify relevant solutions to real-world challenges. |
| Innovation | We work together in new and integrated ways to deliver high-quality, effective solutions to our clients. |
| Discipline | We consistently perform to optimum standards of quality and cost-effectiveness. |
| Experience | We rely upon a diverse mix of knowledge, talent and expertise. |