Bellatore Financial, Inc.

Born out of dissatisfaction with existing options, Bellatore was built from the ground up with a focus on providing flexibility, an elite supporting cast and a full suite of services to help you gain more time and increase capacity. Built in conjunction with leading advisors, our services adapt to your needs giving you the freedom to do business as you see fit. The Bellatore Difference: Unlike any other firm, Bellatore caters to advisors that want custom client portfolios or their own model portfolios while having access to a team of investment experts to help with asset allocation, fund selection and ongoing management. Our services allow you to: ? Maintain a level of control and flexibility over your investments ? Stop selling all your clients’ assets to transition to a new firm ? Use more than a single fund company ? Access a team of investment experts to help with asset allocation and fund selection ? Carry over cost basis and, in some cases, performance ? Outsource monitoring and rebalancing ? Customize your service experience and ongoing management

网站

https://www.bellatore.com

Bellatore Financial, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

San Jose，California

类型

私人持股

创立

2007

领域

Custom Portfolio Design、Fund Search & Selection、Investment Expertise、Practice Management Growth Strategies、Account Setup, Trading, Billing and Account Monitoring和Private Label Marketing Materials for Financial Advisors