Founded in 2006, Bellatore, LLC is a financial services company that delivers turnkey asset management solutions and knowledge leadership services. Bellatore services the needs of financial advisors and financial institutions with innovative business solutions. An active participant in the industry, Bellatore's professionals and companies pursue an advanced research agenda that focuses on evolution and challenges convention.

Bellatore services are delivered through:

As the firm's SEC-registered investment advisor (RIA), Bellatore Financial, Inc. is the center of Bellatore's turnkey asset management program and investment-related activities. Through Bellatore Financial's four divisions, we offer innovative, flexible solutions designed to meet the needs of advisors and their clients.

Advisor Services Bellatore Investment Counsel Delivers a Total Business Solution to a select group of independent financial advisors. This division offers a full-service turnkey asset management program (TAMP). Legion Portfolio Services Offers advisors turnkey solutions and high-quality service and technology, including investment solutions and back office support.

Investment Services Advisor Partners Provides separately managed account (SMA) services, including customized core equity portfolios with the added benefit of tax management. Capital Allocation & Management Offers institutional-quality portfolio management combining the academic discipline of portfolio optimization with elements of tactical investment management.

Bellatore Partners brings together three organizations that are considered thought leaders in their respective fields. These industry experts offer best practice content, knowledge leadership and strategic consulting, all designed to take a business to the next level.