INVESTMENT APPROACH
Bellatore offers a personalized investment program incorporating all the elements that help advisors and their clients preserve and grow wealth while managing for acceptable levels of risk. We provide a philosophy and process that are aligned with your advisor.
Bellatore is focused on helping advisors deliver superior portfolio design and management. Our diversified portfolio strategy allocates assets among various asset classes and markets, seeking to reduce volatility and increase the probability of attaining investment goals.
Bellatore's investment approach—known as Scientific Portfolio Theory™—combines our understanding of investments and money management with our understanding of investors to form a unified, scientifically-tested solution. The result of this disciplined process is an investment solution that includes:
- Cost-effective investment services designed to deliver consistent, repeatable results
- A personal investment strategy built around individual goals and preferences
- A written Investment Policy Statement that establishes guidelines on how a portfolio will
be managed - Enhanced reporting to monitor ongoing investment strategy and performance
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Understanding of Investments
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Understanding of Money Management
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Understanding of Investors
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BELLATORE'S INVESTMENT COMMITTEE
Some of the most recognized and esteemed names from the field of finance and economics have provided expert insight to develop Scientific Portfolio Theory, Bellatore's unique investment philosophy. Our Investment Committee is guided by:
Harry M. Markowitz, PhD
Nobel Prize-Winning Economist
Founder of Modern Portfolio Theory
Meir Statman, PhD
Behavioral Finance Expert
Glenn Klimek Professor of Finance, Santa Clara University
Sanjiv Das, PhD
Risk Management Expert
Professor of Finance, Santa Clara University