Investment Process
As an independent firm dedicated exclusively to managing assets for wealthy individuals, families and foundations, the firm adheres to a rigorous investment selection process.
The firm holds fast to a “best in class” investment philosophy, evaluating a global landscape of information and opportunity in the context of individual client goals and tax considerations.
Bel Air stands steadfast on the premise that effective wealth management is built on a disciplined investment process and integrated expertise in investment advisory services, research and asset management. The melding of these fundamental disciplines is a core part of Bel Air’s distinct process – and presents important advantages for clients in clarifying goals and objectives, and identifying appropriate investment strategies to reach those goals.
For many clients, their primary goal being “preservation of capital,” the firm’s investment process is designed to develop strategies that have the potential to yield the highest after-tax returns with the least amount correspondence of risk. For those seeking a higher level of asset growth, the wealth advisors employ extensive market and technical acumen to select appropriate investments.
Bel Air’s three-pronged process integrates expertise in investment management services, research and asset management and includes:
- Identifying Objectives
- Constructing The Investment Strategy
- Evaluating Performance Against Objectives