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
Reuters: Aaron Jett was quoted in the article, “At midday: Wall Street rises as oil prices touch one-year high”
“At midday: Wall Street rises as oil prices touch one-year high”, by Yashaswini Swamynathan, Reuters. “Today is also a little bit of a relief rally from last week. With the bond market closed, it’s safe to go ahead and buy stocks,” said Aaron Jett, vice...read more
Reuters: Aaron Jett was quoted in the article, “FACTBOX-Market participants react to U.S. presidential debate”
“FACTBOX-Market participants react to U.S. presidential debate”, by Lewis Krauskopf, Reuters. AARON JETT, VICE PRESIDENT, GLOBAL EQUITY RESEARCH, BEL AIR INVESTMENT ADVISORS, LOS ANGELES: “The market wants Hillary to win. The better she does (or the...read more
Los Angeles Times: Todd Morgan was quoted in the article, “A hot market for IPOs shows itself — at least for a week”
“A hot market for IPOs shows itself — at least for a week”, by Paresh Dave, Los Angeles Times. “There’s a lot of cash around, and the alternatives in bonds and elsewhere are not very attractive,” said Todd Morgan, chairman of fund advisor Bel Air...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