About Us | Bel Air Investment Advisors

Wealth management is so much more than a portfolio

Bel Air’s advisors, portfolio managers, and researchers bring decades of industry experience in tailoring investment solutions to meet a client’s need and safeguard their legacy. Bel Air services the needs of its clients who have needs that extend past their portfolios and Bel Air is built to meet those needs free of conflicts, incentives, or additional fees. Through trusted relationships, Bel Air curates meaningful value-added services, including:

Bel Air Investment Advisors: Over 25 Years of Trust

Predicated on a foundation of unwavering integrity and rigorous client service, Bel Air advises its clients with objectivity, foresight, and a long-term investment philosophy. Founded in 1997, Bel Air was one of the first independent minded practices in the private wealth management market to operate with an open architecture model exclusively for high-net-worth individuals, families, and foundations. The practice has fostered an environment where trust and transparency are not just guiding principles, but the bedrock of every relationship built and every strategy implemented.

Deeply experienced professionals embody one of Bel Air’s greatest strengths. Most have dedicated careers to serving high-net-worth individuals and have shaped Bel Air into a respected wealth management practice, one that is focused, seasoned, knowledgeable, and committed. The team at Bel Air has navigated numerous market cycles and global events; what remains steadfast is a dedication to serving the best interests of Bel Air’s clients. As the practice continues to evolve to tailor modern investment solutions to its clients of today and tomorrow, Bel Air will never deviate from its original vision, putting its clients at the heart of everything and providing comprehensive, transparent advice across generations.

Understanding Needs And Goals.

The process of building a portfolio begins with a deep understanding of our clients' needs and risk tolerance.

Portfolio Construction Based On Long-Term Goals, Adjusted To Reflect Market Views.

With a long-term plan in place, advisors strategically adjust allocations based on specific risks and opportunities in the current markets and craft a client's portfolio using a small cadre of managers, vetted and monitored by Bel Air’s research team and investment committee.

Educate And Rigorously Review.

The practice consistently reviews its managers and their performance, and counsels its clients through a thorough review of their portfolio whenever appropriate. Bel Air also builds relationships with clients to educate their families, including the next generation, on investment ideas and financial management.

Open Architecture.

Bel Air works with experienced managers to execute its asset allocation plan. The size of Bel Air’s assets under management enables it to access top managers, while remaining nimble enough to invest in smaller, more opportunistic funds.

Independence And Alignment Of Interests.

Bel Air was founded on the principle that individual investors are best served by independent minded, conflict-free advice. In an industry that can be opaque, Bel Air values transparency and objectivity. The practice is structured to align its interests with those of its clients. The practice was built on the premise that clients want to be free of conflicts of interest, fees on top of fees, or practices that bet against their clients.

Continuity.

Just as Bel Air counsels its clients to plan for the next generation, the practice has planned for the next generation of advisors to continue to support its clients over time. A strong team culture across multiple generations ensures that Bel Air’s clients are represented with insight for all life's stages.

Deep Relationships.

Bel Air believes in building deep relationships with its clients. Clients come to us with life goals, philanthropic initiatives, and investment ideas of their own. The advisors at Bel Air work closely with clients to build the right investment portfolio in the right structures to accomplish their lifestyle vision, pursue philanthropy, and plan for the next generation.

Highly Customized Advice And Service.

Bel Air maintains high advisor-to-client ratios with senior level advisors doing the work on their clients' portfolios. The experience of the team and the time and resources dedicated to clients allow Bel Air to tailor its advice to each individual family situation.

Social Responsibility.

Bel Air stands with its clients in the belief that we all bear a responsibility and commitment to our communities. Bel Air regularly supports local organizations through board membership participation, hands-on employee community service activities, and financial contributions.