At Bellwether we provide investment advice for institutional investors — trustees, managers, financiers, HR professionals, and others who invest money for their organization or employees.

Our clients face many different investment challenges, depending on their time horizon, risk tolerance, regulatory environment, tax situation, and degree of employee or stakeholder involvement — along with circumstances unique to their own organization.

We provide insight on the financial markets, specific recommendations concerning investment decisions, and fiduciary oversight for the asset management process. Please use the buttons on the left to find out more about how we can address your particular needs, or learn more about our investment process and general services.