Belvedere Group has received recognition, in many forms, throughout its many years of investment counsel.
Schwab Client Advisor Service
Charles Schwab's Advisor Source program is a select group of investment managers selected by Schwab after due diligence has been conducted. The following are the criteria to become a member:
Be in business for over 5 years;
Maintain an investment portfolio over $60 million;
Be a registered investment advisor with the SEC.
Belvedere Group was amongst the first advisory firms to align with Charles Schwab over 5 years ago.
Nelson's Best Money Managers
For many years, Belvedere Group has been reported as one of the "top 20" best performing money managers in Nelson's World's Best Money Managers.
Nelson Information has been a leader in providing information and software to the global institutional investment community for over 25 years. Nelson's product line includes MarketPlaceWeb, proprietary databases, and a full line of comprehensive directories covering all facets of the institutional investment industry.
Nelson Information is a division of Thomson Financial, a US$1.2 billion provider of information services and work solutions to the financial and corporate communities worldwide. Thomson Financial is part of The Thomson Corporation, a leading e-information and solutions business with annual revenues of more than US$6 billion. The Corporation's common shares are listed on the Toronto and London stock exchanges.
Many journals, financial and otherwise, have recognized the Belvedere Group for its innovative fee structure and consistently good returns and market sense. Some of these periodicals include:
Wall Street Journal
San Francisco Business Times
San Francisco Chronicle
Oakland Tribune
