Belvedere Investments Corporation

Overview

Belvedere Investments Corporation is a very small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and shows a clear preference for publicly traded equities as the primary building block of client portfolios. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Investment activity is limited in scale: the adviser manages a compact pool of discretionary assets and appears to construct portfolios using liquid, exchange-traded instruments and mutual funds rather than private or third‑party alternative managers. Given the client base and fee structure, the practice reads like a small, relationship-oriented RIA serving a handful of retail clients rather than an institutional allocator or dedicated family office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices