- Bel Air stands apart for having the independence, objectivity, integrity and operating policies to concentrate solely on fulfilling clients’ objectives – without compromise.
- Bel Air wealth management professionals have distinguished themselves as leaders in investment advisory services through their customized approach.
- The people of Bel Air have shaped the investment management firm into a unique resource -- focused, seasoned, knowledgeable and committed.
- The firm was founded on the premise that understanding the client is central to their investment strategy.
- Bel Air’s professionals are actively engaged as leaders in the community.
The Bel Air Distinction
An industry leader in providing customized managed services and investment counsel exclusively to high net worth individuals, families and foundations with $20 million or more in investable assets, Bel Air Investment Advisors LLC (Bel Air), distinguishes itself through its diverse mix of “best-in-class” proprietary and sub-advisory investment strategies, within its open architecture platform.
It further distinguishes itself by its very size -- big enough to have formed solid relationships with leading globally-focused asset managers while small enough to tenaciously adhere to a single-minded and personalized approach to investing that provides accessibility, at all times, to decision makers of a client’s portfolio.
The firm’s leading Investment advisors, some with over 35 years of investment experience who oversee approximately $6 billion in assets, have navigated industry fluctuations and diverse market conditions. They have repeatedly demonstrated their ability to cater to specific client needs and preferences, in virtually every situation.
Bel Air advisors’ keen understanding, objectivity, comprehensive knowledge and integrated experience in the market, are key in identifying and selecting the most appropriate investment options for each of their clients’ and in protecting and preserving their wealth.