Bellwether Investment Group, LLC

Bellwether Investment Group provides advisory services to individuals (including high-net-worth clients), businesses, trusts, estates and retirement plan sponsors, offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm provides both ongoing investment management and stand-alone financial planning or consulting engagements on a fee basis.

Investment programs are implemented using individual equities, ETFs, mutual funds, municipal and corporate bonds, allocations to independent managers and managed programs, with ongoing monitoring and rebalancing tailored to client objectives. Bellwether may employ leverage and derivatives where appropriate — including margin borrowing, options strategies, inverse/enhanced ETF positions and structured notes — and can manage subaccounts of variable annuity products when requested.

What distinguishes Bellwether from many peers is its multi-office footprint relative to its team size (six advisors operating from five offices while managing roughly $137 million in client assets) and that several representatives are licensed insurance agents who may offer commissionable insurance products (a disclosed conflict of interest the firm addresses). The firm’s documented willingness to recommend borrowing in managed accounts and to use structured or enhanced strategies is also less common among similar team advisors and is presented in the brochure with associated risk and conflict disclosures.