Our
Story

Stewardship Over Salesmanship

Net worth and self-worth may not be interchangeable, but we’re here to help you realize both. As an award-winning wealth management firm based in Dallas, our advisors are informed by the past, engaged with the present, and looking towards the future to provide holistic financial services.

YESTERDAY

We aim to avoid yesterday’s regrets by empowering families of wealth at every opportunity.

We aim to avoid yesterday’s regrets by empowering families of wealth at every opportunity. By taking the time to deepen relationships, we’re able to not only understand client goals but, more importantly, the motivations behind them and discover what truly matters most.

TODAY

Portfolios are uniquely tailored to each client’s present needs and are ready to adapt as their situation evolves.

Portfolios are uniquely tailored to each client’s present needs and are ready to adapt as their situation evolves. By focusing on a smaller, more exclusive list of clients, we’re able to treat them with the care and attention they deserve every day.

TOMORROW

When we commit to clients, we hope to create lifetime relationships through outstanding service.

When we commit to clients, we hope to create lifetime relationships through outstanding service. This outlook lets us address tomorrow’s fears well before they become an issue, and by doing so, we can craft a legacy built for generations.

Bellwether Investment Management Inc. is a North American wealth management firm with a hand-picked team of financial professionals serving families, businesses, non-profit organizations, pension plans, and foundations. We offer investment management services held to the highest industry standard, and our team is heavily experienced in insurance, taxes, real estate, estate planning, and operations and compliance needs to help others achieve their objectives, safeguard their futures, or build their businesses.

Our Team

From seasoned advisors to veteran portfolio managers, our team is comprised of industry leaders that share one goal—yours. By providing them with the necessary resources to continue developing their skills, our experts are positioned to provide proactive solutions in a rapidly changing environment.

DEDICATED, GENEROUS, AND EVER EVOLVING

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JOSHUA PRINCE

CFP®

President

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BRANDON POPE

CPA, CFP®, PFS, & CLU®

Vice Chair

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ROBERT SEWELL

CPA, CFA, CFP®

Chief Executive Officer

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SCOTT WATSON

Senior Vice President

Head of US Corporate Development

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NICK DEERY

SIE

Wealth Management Associate

Our Values

INDEPENDENCE, OBJECTIVITY AND INTEGRITY

Our advice is clear-cut, free from personal biases or third-party pressures. We embody our values in our personal and professional lives, focused wholly on forming lifetime relationships with our clients and employees.

Trust Is Earned

Client Comes First

Be All In

Discipline Delivers Results

Innovation Answers Uncertainty

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One Team

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One Team

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Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.

Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.

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