BELLWETHER INVESTMENT GROUP, LLC

Overview

Bellwether Investment Group, LLC is an independent registered investment adviser structured as a limited liability company. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. Bellwether operates as a capital allocator: its advisory model relies heavily on third‑party mutual fund and managed account strategies while also allocating to selected alternative asset managers. The firm is not positioned as an active ESG investor and does not present itself as a multi‑state adviser. Commercially, Bellwether combines fee models — percentage of AUM, hourly and fixed fees — and operates an insurance brokerage practice alongside its advisory services. That combination suggests a holistic wealth management approach that blends investment management, insurance placement, and access to outside managers when specialized expertise or private strategies are appropriate.

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Location & Offices