At Bellmont, we are portfolio management specialists. We partner with advice businesses to create cost effective, white-labelled managed account portfolio solutions that provide meaningful efficiency benefits for their business, as well as improved returns and a better user experience for their clients.
Our offering incorporates a suite of custom built model portfolios, including an actively managed direct Australian Equities portfolio, regular white-labelled written and video communication, and a comprehensive compliance and governance framework - leaving advisers more time to spend on their core competency of clients and strategy.
The portfolios are managed by an experienced team of investment specialists with deep expertise in asset allocation, fund manager selection and Australian Equities. Our forward looking, patient, high conviction investment approach has seen our portfolios deliver consistently strong returns to clients, with each of our portfolio models ranking amongst the top performing investment options in their category since inception.
Complementing the portfolios is a comprehensive communications solution, with regular written and video content that ensures that clients are kept fully informed and engaged with their portfolios at all times. All content is stored in a custom-built, password protected communications portal, that enables advisers to efficiently search, consume, and disseminate relevant content to their clients.
With our experience operating managed accounts on multiple platforms over many years, we work with our clients to streamline the process of establishing, operating and maintaining investment models, on whichever platform they choose to utilise.
The result - a custom-built, fully white-labelled portfolio and communications solution that delivers outstanding investment outcomes for clients, while providing advice businesses the efficiency to focus on the areas where they add the most value.
Our Beliefs
Investors are not perfectly rational, which means markets are not perfectly efficient. We believe in the ability of high quality managers, charging reasonable fees, to add value for investors over time, compared with purely passive strategies.
Never underestimate the power of incentives. By ensuring strong alignment of interests between ourselves, our clients and the management teams of our portfolio holdings, we significantly improve the likelihood of long term success.
All markets fluctuate, but different types of assets perform strongly in different economic conditions. By diversifying both within, and across asset classes we can reduce portfolio volatility, without a corresponding reduction in long term returns.
The impact of excessive fees on long term net returns can be enormous. As custodians of our clients’ wealth, we seek to pay a dollar of fees only when we are confident that doing so will deliver our clients more than a dollar in long term value.
Markets fluctuate on a daily basis, but quality assets, with growing earnings will move steadily higher over time. We seek to shut out the ‘noise’ of short-term market fluctuations, and focus on the long term trajectory of earnings of the high quality assets we hold.