Bellevue Asset Management

read moreOur mission is to guide and empower our clients in achieving their financial goals. We take a comprehensive approach using probabilistic financial planning. This is combined with a deep understanding of strategic investment management and risk mitigation, as well as estate and tax planning, to create a customized road map for the future. Founded in 2003, Bellevue Asset Management is entirely fee-based. We do not earn a commission on any recommendations, ensuring our advice is unbiased and our relationship with our clients is transparent.

read moreWe leverage academic research to employ an Endowment approach in the management of our clients' long-term assets. What is the Endowment model of investing? An endowment is a sum of principal invested by an organization which will provide stable and sustainable income for many years. Forward-thinking institutions with large sums of money (such as Harvard and Yale) have developed an investment strategy that enables them to generate a superior return and minimize risk, while providing a steady stream of income to support their organization's objectives through various market cycles.

read moreWe start every client relationship with a meeting to understand their individual goals and concerns, not only today but for the long haul. Many families find this discovery process highly valuable as they ascertain what is important to them and what they hope to be able to fund in the future. Our objective is to understand a client's full financial picture - assets, debt, income and obligations - and our goal is to ensure they reach their goals. The financial plan drives the creation of a customized investment strategy for each client.