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Pioneers of the Independent Wealth Management Model

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.

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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.

Pre-Liquidity Planning
Mortgages, Lines of Credit,
& Portfolio Lending
Tax Management & Coordination
Trust Services & Estate Planning Strategy
Philanthropic Strategy and Management
Next Generation Preparation and Education

Investment advisors

Investment Managers

MANAGEMENT & ADMINISTRATION