Bellwether Investment Management
Bellwether
Bell-weth-er /ˈbel-ˈwe-thər/
1. One that takes the lead or initiative
2. An indicator of trends
As independent partners with some of the most prominent and well-respected asset managers in our industry, we’re capable of providing clients with proven and repeatable strategies to achieve their goals.
Portfolios are managed with a focus on downside protection and diversification, introducing unique investment solutions tailored to your specific needs.
Our portfolio management team has over a century of collective experience, and with our strict standards, clients can elevate their portfolios to new heights.
In addition to traditional asset classes, we introduce alternative investments to client portfolios, which are typically reserved for institutional-level investors. These private opportunities tend to exhibit greater price stability, serving as important buffers against market volatility. Whether you’re a family, business owner, not-for-profit, or foundation, we have the expertise, resources, and track record to help you achieve your goals.
Our Investment Philosophy
A global approach can take advantage of a world of opportunities.
A global approach can take advantage of a world of opportunities. With a wealth of experience in domestic and international markets, we’re committed to seeking out the best-suited investments for our clients while keeping a strong focus on risk management.
A “Disciplined Dividend Growth” process that makes sense.
A “Disciplined Dividend Growth” process that makes sense. By using quantitative and qualitative methods to find securities with consistent dividend growth at reasonable valuations, clients can generate reliable income with lower taxes than interest and add stability during turbulent markets.
A measured balance of future growth and current shareholder rewards.
A measured balance of future growth and current shareholder rewards. The long-term viability of a company should be measured against the benefits it offers today. This school of thought guides our public market investments, which are combined with private market securities.
Our Investment Services
Our Edge
At Promus, we have a diverse range of global investments across both public and private markets, which unlocks the possibility of achieving consistent returns with superior downside protection. Effective risk management, after all, requires a multi-pronged approach.
As a truly independent North American wealth management alternative, we’re free from the influences and conflicts of larger financial institutions—every decision made is unbiased and in our clients’ best interests.
Our Solutions
FIXED INCOME
Our goal is to generate an attractive level of income relative to current interest rates while maintaining a low level of portfolio volatility. We achieve this by investing …
Our goal is to generate an attractive level of income relative to current interest rates while maintaining a low level of portfolio volatility. We achieve this by investing in a portfolio of global fixed income securities, including government and corporate bonds, mortgage-backed securities, and preferred shares.
GLOBAL EQUITY
Our investment objective is to achieve a combination of income and long-term capital appreciation with a lower level of portfolio volatility than equity markets…
Our investment objective is to achieve a combination of income and long-term capital appreciation with a lower level of portfolio volatility than equity markets. We do this by building a globally diversified portfolio of public companies with a proven track record of generating sufficient cash flow, growing their businesses, and returning capital to shareholders via increasing dividends.
ALTERNATIVES
Alternative investments encompass securities beyond traditional stocks and bonds. Our approach provides income through private lending strategies, complemented by long-term growth potential in global real estate and infrastructure….
Alternative investments encompass securities beyond traditional stocks and bonds. Our approach provides income through private lending strategies, complemented by long-term growth potential in global real estate and infrastructure. By including alternatives, client portfolios can expect fewer fluctuations in value—they tend to perform differently than public market securities, reducing risk through economic cycles. Contracts and rental agreements offer stable cash flows while also providing a level of inflation protection.
