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

Reuters: Josh Markman Quoted in "U.S. STOCKS - Wall Street drops as Cisco's dour outlook weighs"

11/8/19

MarketWatch: Kevin Philip Quoted in "Stock market mixed but set to punch higher for the week after Trump says he hasn’t agreed to roll back China tariffs"

11/1/19

ETF Trends: Todd Morgan Quoted in "TA 50-Year Treasury Bond May Come Sooner Than We Think"

10/23/19

CNBC: Todd Morgan Featured in "This investment ‘could do a lot of damage to your portfolio,’ $9 billion money manager warns"

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.