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.
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.
