Registered Investment Advisors. "Let's take the next step together"


YTD Performance vs. S & P

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Total Market Share

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Recent fund results

At Bellwether Capital, we focus on our clients' most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Finance+ can provide access to a wide range of quality investments and services to pursue your financial goals.

Reliable & Safe

Accumulation planning addresses an individual's investment needs.
Tax planning considers the tax implications of individual.
Risk Management
Risk management is intended to manage financial and other losses.
Estate Planning
Estate planning creates a master plan for the management of your property during life and after death.

Strategy development

Range of markets

Individuals desiring an accumulation planned by a professional.
People who are about to retire yet haven't had a detailed plan.
Citizens confused with complicated taxation system of country.
Owners wanting to manage property and minimize potential taxes.

Investors Will
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Our Company One World Trade Center, NYC