At Bellatore, we recognize that independent financial advisors are also entrepreneurs who run businesses with a wide variety of needs. That's why Bellatore’s value proposition combines an integration of services and strategies with a compelling, disciplined investment strategy to help advisors reach higher levels of success.
Bellatore has developed a scalable business model to meet an advisor's needs at every stage. These solutions are delivered through two divisions: Legion Portfolio Services and Bellatore Investment Counsel. Legion Portfolio Services offers a number of core services, including an asset management service platform and investment services. For advisors looking for a more strategic partnership, Bellatore Investment Counsel builds upon these core services by addressing an advisor’s business development and entrepreneurial needs.
Bellatore has developed a scalable business model to meet an advisor's needs at every stage. These solutions are delivered through two divisions: Legion Portfolio Services and Bellatore Investment Counsel. Legion Portfolio Services offers a number of core services, including an asset management service platform and investment services. For advisors looking for a more strategic partnership, Bellatore Investment Counsel builds upon these core services by addressing an advisor’s business development and entrepreneurial needs.
As a division of Bellatore Financial, Inc., Bellatore Investment Counsel provides asset management services to financial advisory businesses in the United States. Our Total Business Solution is designed to address the needs of financial advisory practices that manage between $30 million and $250 million in investment assets. Our clients are experienced financial advisors with a shared belief in:
- A strong client relationship orientation
- A fee-only or a fee-based advisory focus
- A core investment philosophy based on quantitative investment principles
and modern portfolio theory - A commitment to practice management excellence
In addition, our practice management solutions provide advisors with customizable content and services that promote effectiveness and growth.
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Download Brochure Related Sites: Advisors Investors |
A division of Bellatore Financial, Inc., Legion Portfolio Services was founded with a central purpose:
to empower advisors through higher quality turnkey solutions. To this end, we deliver back office support, innovative investment solutions, and a superior level of service and technology. Our outsourcing model helps provide independent financial advisors with more time for what truly matters—enhancing their businesses and servicing client relationships. Legion Portfolio Services' turnkey solutions includes:
to empower advisors through higher quality turnkey solutions. To this end, we deliver back office support, innovative investment solutions, and a superior level of service and technology. Our outsourcing model helps provide independent financial advisors with more time for what truly matters—enhancing their businesses and servicing client relationships. Legion Portfolio Services' turnkey solutions includes:
- Targeted investment services to help advisors easily meet the needs of their clients
- Reliable back office support to help relieve the challenges of running an advisory business
- A well-respected Investment Committee that oversees and guides the investment process
- Access to a higher level of service and technology to create greater efficiencies in an advisor's practice
| Download Brochure Related Site: Advisors |