Bel Air Investment Advisors

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.

Independence

Interests aligned with our clients, providing comprehensive transparent advice.

Experience

Decades of experience advising wealthy families and investing across generations.

Highly Customized

A high advisor-to-client ratio with our most experienced advisors doing the work.

Social Responsibility

Supporting our clients in their belief that we all bear a responsibility to our communities.

News and Conversations

Conversations

5/12/2020

An Astronaut’s Tips on Coping with Confinement & Isolation

11/12/20

TheStreet: Kevin Philip Quoted in "U.S.-China Relations: What Biden Shares in Common With Trump"

11/11/20

Los Angeles Times: Todd Morgan Quoted in "Stocks surge on COVID-19 vaccine news, U.S. election results"

11/2/20

The Bond Buyer: Kevin Philip Quoted in "With rates near zero, Fed still has a role to play"

9/30/20

CNN: Todd Morgan Quoted in "Why you pay taxes, and rich Americans -- like Donald Trump -- don't always have to"

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 minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.