Bellatore Financial

Bellatore Financial provides back-office solutions for wealth management businesses. Its services support financial advisors who want to maintain flexibility and control over client investments while outsourcing operational work. Advisors can access investment experts for asset allocation and fund selection, along with investment research and recommendations. Support also includes investment monitoring and portfolio rebalancing, as well as marketing and administrative resources. Bellatore offers adaptable service arrangements, including options for advisors transitioning to independent, fee-based businesses. Its approach allows advisors to work with more than one fund company and, in some cases, carry over cost basis and performance when transitioning. The company also offers technology and processes intended to help advisors manage operations and grow their businesses while dedicating more time to client relationships.