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