A Silver Milestone: Bel Air Investment Advisors Celebrates 25th Anniversary
On October 5, 2023, Bel Air Investment Advisors celebrated its 25th anniversary at the Hammer Museum in Los Angeles, CA, marking a quarter-century of growth and community support since its inception in 1997.
The event took place amidst the backdrop of the “Made in L.A. 2023: Acts of Living” exhibition, showcasing the talent of local artists and emphasizing Bel Air’s commitment to the vibrant arts scene in Los Angeles. Bel Air senior leaders and exhibition curator Pablo José Ramírez spoke and discussed the milestone’s significance, the enduring legacy of Bel Air, and the museum’s vital role within the Los Angeles community.
Speaking to an audience of friends, family, and clients of the firm, Bel Air Partner Kevin Philip expressed gratitude for the firm’s dedicated and talented team, emphasizing that their commitment to serving high net worth investors and community support have been instrumental in Bel Air’s success. Chairman Todd Morgan acknowledged the loyalty of clients who have trusted the firm for decades. He reaffirmed Bel Air’s dedication to meeting personalized client needs while scaling its investment platform for the next generation.
As Bel Air marks its silver anniversary, it focuses on the future and is committed to its founding mission. The celebration at the Hammer Museum encapsulated a quarter-century of growth, community engagement, and artistic appreciation. Cheers to the next 25 years!
Bel Air Investment Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.