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Our Mission

Bellwether Capital Mission Statment

Bellwether Capital Management LP (“Bellwether”) is a State Registered Investment Adviser designed to objectively provide advice without conflict of interest to commercial, not for profit and government organizations. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal. We offer private individuals, corporations and self-managed superannuation funds professional financial planning, consulting and asset management services. We guide and advise our clients to the best solutions which will suit their personal, corporate and other enterprise needs and strive constantly to develop new solutions to meet their investment needs in the future.
At Bellwether Capital.how we do business is as important as what we do. For us, sustainability means building our business for the long tẻm by balancing social, environmental and economic considerations in the decisions we make.

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Impact investing refers to investments "made into companies, organizations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return." Impact investments provide capital to address social and/or environmental issues. They can be made in either emerging or developed markets, and depending on the goals of the investors, can "target a range of returns from below-market to above-market rates" Impact investors actively seek to place capital in businesses, nonprofits, and funds in industries such as renewable energy, basic services including housing, healthcare, and education, microfinance, and sustainable agriculture. Impact investing occurs across asset classes; for example, private equity/venture capital, debt, and fixed income.

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Impact investing refers to investments "made into companies, organizations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return." Impact investments provide capital to address social and/or environmental issues. They can be made in either emerging or developed markets, and depending on the goals of the investors, can "target a range of returns from below-market to above-market rates" Impact investors actively seek to place capital in businesses, nonprofits, and funds in industries such as renewable energy, basic services including housing, healthcare, and education, microfinance, and sustainable agriculture. Impact investing occurs across asset classes; for example, private equity/venture capital, debt, and fixed income.

Bellwether Capital Management LP is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Bellwether Capital’s diversity initiatives are applicable—but not limited—to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; social and recreational programs; layoffs; terminations; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces:

  • Respectful communication and cooperation between all employees.
  • Teamwork and employee participation, permitting the representation of all groups and employee perspectives.
  • Work/life balance through flexible work schedules to accommodate employees’ varying needs.
  • Employer and employee contributions to the communities we serve to promote a greater understanding and respect for the diversity.

All employees of Bellwether Capital Management LP have a responsibility to treat others with dignity and respect at all times. All employees are expected to exhibit conduct that reflects inclusion during work, at work functions on or off the work site, and at all other company-sponsored and participative events. All employees are also required to attend and complete annual diversity awareness training to enhance their knowledge to fulfill this responsibility.

Any employee found to have exhibited any inappropriate conduct or behavior against others may be subject to disciplinary action.

Employees who believe they have been subjected to any kind of discrimination that conflicts with the company’s diversity policy and initiatives should seek assistance from a supervisor or an HR representative.

Express Requests

Bellwether Capital has gathered resources on current topics in HR management. Click here to view and request information.

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