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

2/19/21

Yahoo! Finance: Todd Morgan Quoted in "COVID-19, stock market outlook: 'the new roaring 20s' by the end of this summer"

1/29/21

The Bond Buyer: Craig Brothers Quoted in "Success of California tollway tender leaves little remaining to refund"

1/28/21

Reuters: Craig Brothers Quoted in "Q&A-Markets may be under-pricing inflation; muni bonds trading at historically rich levels"

1/20/21

USA Today: Kevin Philip Quoted in "Stocks notch record on hopes Biden will act on economy, COVID-19"

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.