Investment Experts, Managed Account Specialists
We partner with independent Australian advice firms to build and manage unconflicted, cost-effective, institutional-grade managed account portfolios.
Why Partner With Bellmont?
Truly Tailored Portfolios
We partner with you to build a suite of portfolios that align with your business, your investment philosophy, and the outcomes your clients are seeking. Rather than offering pre-packaged solutions, we take the time to understand how you work and how portfolios should function within your advice framework. The result is an investment solution that feels like a natural extension of your practice, designed around your objectives, your client base, and your long-term strategy. Tailored, not templated.
Independent & Unconflicted
We remain proudly independently owned, not directed by a 'corporate' parent, and not conflicted by product sales or 'pay to play' research.
Institutional Quality, Personal Service
A team with deep institutional pedigree, but the customer-focused service ethic of a boutique — just like your business.
Long-Term Partnership Mentality
We partner with advice practices for the long term — supporting, collaborating, growing with you. Your success is our success.
Strong, Engaging Communication
Comprehensive white-labelled written and video communication delivered through a custom-built adviser portal, designed to seamlessly integrate with your brand and client experience. Our platform provides timely, relevant updates and insights in both written and visual formats, ensuring advisers are consistently informed and equipped with the information they need. You are in full control of what content you share with your clients.
Australian Equities Expertise
Deep Australian Equities expertise, enabling the management of cost-effective, transparent income or total-return focused Australian Equities portfolios.
Our Approach, In Our Words
Ready to Partner With Us?
Contact us for a complimentary portfolio review and discover how Bellmont can enhance your investment offering.
or call us on 02 8042 1990