Bellwether Consulting is an independent institutional investment adviser and fiduciary. Focusing exclusively on the needs of institutional investors, we provide investment advice and fiduciary services, including investment policy formation, asset allocation and asset-liability studies, investment manager selection, performance monitoring, and fee studies. We offer a wealth of experience gained by years of engagement with fiduciaries of large investment programs, yet we bring a level of focus and service intensity that can only be delivered by a smaller consultancy.
At Bellwether, we offer:
- Thoughtful advice grounded in your unique needs and circumstances,
- Specific recommendations based on thorough research, following sound fiduciary practice,
- Accurate, insightful, current market analysis to support key investment decisions,
- Unconflicted loyalty to our clients.