An investment manager should make the client's money management as simple as possible, while still allowing the client to feel connected to his or her money. We fulfill this need. The investment services of Belvedere Group allow clients to be freed from the demanding tasks of money management, and to be more confident that his or her financial security has the attention of a professional.
The most important step in structuring an investment portfolio is getting to know you. We work cooperatively with you to develop an individual Investment Policy Statement focused on your expectations, risk tolerance, and future financial needs. This Investment Policy Statement serves as the foundation for the management of your investment portfolio. Once we have reached a mutual understanding as to the levels of risk and desired rates ofreturn in principal growth or income, a customized portfolio is designed.