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

10/31/2018

Entrepreneurship Tableside: The Journey to Three Stars

2/24/19

The Wall Street Journal: Jake Halladay was quoted in, "Resurgence in Cyclical Stocks Pushes Dow Industrials Toward New High"

Conversations

10/31/18

100 Years of the Los Angeles Philharmonic

8/6/18

Los Angeles Business Journal: Jack Suzar was profiled in "Most Influential Wealth Managers"

5/8/18

Business Insider: Jake Halladay contributed article, "I'm a wealth advisor to the richest millennials -- here are 6 surprising things I've learned about how they view money"

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.