• Bel Air’s professionals are actively engaged as leaders in the community.
  • 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.

The Bel Air Social Commitment

Bel Air believes in corporate social responsibility within the community in which it does business and, as such, takes part in many philanthropic activities as a company. Bel Air’s philanthropic program supports employees’ selection of their own organizations and nonprofits, through the offering of an annual match donation for each employee to give to a charitable organization of their choice. Moreover, the firm encourages employees to participate in charitable activities of their choosing, by giving them paid time off for that purpose.

Bel Air regularly supports local organizations through hands-on, group community projects in addition to financial support. Bel Air has supported numerous foundations and organizations through Board membership, donations, and volunteering. Examples include but are not limited to the Cedars-Sinai Medical Center, Los Angeles County Museum of Art, Los Angeles Music Center, City of Hope, Pasadena Museum of California Art, and more.