Built Exclusively for Wealth
Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today.
Interests aligned with our clients, resulting in conflict-free and transparent advice.
Decades of experience advising wealthy families and investing across generations.
A high advisor-to-client ratio and our senior level advisors are the ones doing the work.
Supporting our clients in their belief that we all bear a responsibility to our communities.
Wealth management is so much more than a portfolio.
Our clients have needs that extend past their portfolios and Bel Air is built to service those needs free of conflict and additional fees. Through trusted partners, we curate meaningful value-added services.
Trust Services & Estate Planning Strategy
Mortgages, Lines of Credit, Portfolio Lending, Art Financing, etc.
Philanthropic Strategy and Management
Current & Future Tax Consideration
Next Generation Preparation and Education
We host conversations.
Created by Bel Air to deliver engaging and thought-provoking talks on a wide variety of topics, Conversations has featured discussions ranging from conservation and philanthropy to entrepreneurship and wealth management. Bel Air has attracted business leaders, entrepreneurs, and community stewards, all committed to sharing wisdom, insights and creativity to Bel Air, its clients, and community. Our guests have included notable TV personalities, environmental experts, health visionaries, and heads of state.
Larry King, Emmy and Peabody Award-winning host and media innovator
Russ Mittermeier, Vice Chairman of Conservation International and renowned conservationist
Yune Yen, M.D., Ph.D., City of Hope staff physician and medical oncology researcher
Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist
David Gooding, President and Founder of world famous Gooding & Company auction house
The Wall Street Journal: Todd Morgan was quoted in the article, “The Rich Get Richer as Billionaires Increase in Number”
“The Rich Get Richer as Billionaires Increase in Number”, by Veronica Dagher, The Wall Street Journal. Todd Morgan, senior managing director at Bel Air Investment Advisors LLC in Los Angeles, says several of his billionaire clients are entrepreneurs and...read more
The Wall Street Journal: Craig Brothers was quoted in the article, “Falling Rates Create Bond-Call Frenzy”
“Falling Rates Create Bond-Call Frenzy,” by Ben Eisen, The Wall Street Journal. Still, some investors are using calls as an opportunity to bulletproof their portfolios in case rates rise. Craig Brothers, who manages about $3 billion of mostly municipal...read more
“Mutual funds are showing some signs of life – finally”, by Jeff Cox, CNBC. “Part of it was a pretty decent earnings season, and just general sentiment in the market was better,” said Aaron Jett, vice president of global equity research...read more
Bel Air Investment Advisors Facilitated A Conversation On Climate Change With President Tong of Kiribati
Bel Air Investment Advisors facilitated a conversation on climate change in their Los Angeles office this week with President Tong of Kiribati and Greg Stone, one of the leading scientists regarding marine conservation and ocean health issues. President Tong held an...read more
Anti-Defamation League to Honor Three Extraordinary Women of Achievement at 21st Annual Deborah Awards Dinner March 3
The Anti-Defamation League (ADL) will honor three women of achievement from diverse fields and backgrounds at the 21st Annual Deborah Awards Dinner on Thursday, March 3 at the SLS Hotel Beverly Hills. This year’s honorees are Carol Cheng-Mayer, Senior Vice President...read more
Bel Air’s Carol Cheng-Mayer To Co-Host Los Angeles Celebration Event For Second Annual Women’s Entrepreneurship Day
LOS ANGELES – (November 19, 2015) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm, announced today that its senior vice president, Carol Cheng-Mayer, will co-host the second annual International Women’s Entrepreneurship Day...read more