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

9/30/20

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

9/29/20

DoubleLine Capital, Channel 11: Todd Morgan Quoted in "Staying the Course"

9/28/20

Forbes: Todd Morgan Quoted in "Global Stocks Still An Overweight Despite Election Year Volatility, Covid Chaos"

9/25/20

The Bond Buyer: Kevin Philip Quoted in "Will Fed need to consider negative rates without stimulus?"

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.