Our mission is to guide and empower our clients in achieving their financial goals. We take a comprehensive approach using probabilistic financial planning. This is combined with a deep understanding of strategic investment management and risk mitigation, as well as estate and tax planning, to create a customized road map for the future.
Founded in 2003, Bellevue Asset Management is entirely fee-based. We do not earn a commission on any recommendations, ensuring our advice is unbiased and our relationship with our clients is transparent. A privately-owned investment management firm staffed with experienced finance professionals. We holistically understand a client's full financial picture and customize our strategic approach accordingly.
Founded in 2003, Bellevue Asset Management is entirely fee-based. We do not earn a commission on any recommendations, ensuring our advice is unbiased and our relationship with our clients is transparent. A privately-owned investment management firm staffed with experienced finance professionals. We holistically understand a client's full financial picture and customize our strategic approach accordingly.
Services
Today, Bellevue Asset Management LLC is an SEC registered investment manager overseeing more than $250 million in client assets. We do not hold the assets of our clients; they are held at Charles Schwab and Co. We are a fee only firm. Bellevue Asset Management does not earn commissions on the purchase or sale of any investment.
We start every client relationship with a meeting to understand their individual goals and concerns, not only today but for the long haul. Many families find this discovery process highly valuable as they ascertain what is important to them and what they hope to be able to fund in the future. Our objective is to understand a client's full financial picture - assets, debt, income and obligations - and our goal is to ensure they reach their goals.
We leverage academic research to employ an Endowment approach in the management of our clients' long-term assets. What is the Endowment model of investing? An endowment is a sum of principal invested by an organization which will provide stable and sustainable income for many years.
Forward-thinking institutions with large sums of money (such as Harvard and Yale) have developed an investment strategy that enables them to generate a superior return and minimize risk, while providing a steady stream of income to support their organization's objectives through various market cycles.
Forward-thinking institutions with large sums of money (such as Harvard and Yale) have developed an investment strategy that enables them to generate a superior return and minimize risk, while providing a steady stream of income to support their organization's objectives through various market cycles.
After many years of building successful careers and raising a large family, a playful and young-at-heart couple was ready to retire. They wanted to see the world, buy a vacation home, adventure with their grandchildren, learn to sail, and give back to their community. What they didn't want to do was worry about money.
Reviews (1)
Simon Lutz
Jul 17, 2017
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