Bellatore :: Profile :: Bellatore Investment Counsel

Bellatore Partners

Bellatore Financial

Bellatore Investment Counsel

Legion Portfolio Services

Bellatore Financial, Inc. is the firm's Registered Investment Advisor (RIA). Bellatore Financial is at the center of Bellatore's investment-related activities.

Our investment philosophy emphasizes modern portfolio theory, the application of behavioral finance research and the application of quantitative asset management principles. We apply this philosophy through a customized service delivery model that incorporates:

World-class investment managers
A family of proprietary mutual funds sub-advised by select investment managers
An affluent client wealth planning service
Comprehensive portfolio construction and analysis services
Cost-effective operating technology

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.

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:

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