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Bellwether Investment Management – Tailored Financial Solutions

Tailored Financial Solutions

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Bellwether Investment Management – Tailored Financial Solutions | bellvest.ca Reviews

https://bellvest.ca

Tailored Financial Solutions

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1

Our Team

http://www.bellvest.ca/about/bellwether-team.php

Why Invest With Bellwether. The Bellwether team is deep with investment experience. The unique skills of each member work together to provide clients with a strong foundation for our Disciplined Dividend Growth. Process and client service. The team has an average of 25 years experience in the investment industry. Bob Sewell, President and CEO. Steve Meehan, Chairman. Michael “Pinball” Clemons, Senior Vice President, Business Development. Wayne Wiggins, Vice President and Portfolio Manager. Bob has been r...

2

Protecting Investments

http://www.bellvest.ca/protecting-investments

Why Invest With Bellwether. Protecting your hard-earned savings is the top priority of all investors. Unfortunately, there have been a number of situations in the last few years that have made this concern all the more real. Various investment schemes perpetrated on investors in Canada and the US, the most infamous being the high profile fraud committed by Bernie Madoff, make many investors ask the question, are my investments safe? And Raymond James Ltd. Our partnership with these custodians provides ou...

3

Why Invest With Bellwether

http://www.bellvest.ca/why-invest-in-bellwether/index.php

Why Invest With Bellwether. Why Invest With Bellwether. So where do investors turn for a steady source of income with reasonable growth and inflation protection? We believe a key element of the solution to this problem is Dividend Growth investing. A sound, proven approach to investing that has been used predominately in the management of estates and trusts for many years. Managing the portfolio’s Beta risk is a key differentiator in our Disciplined Dividend Growth investment process. 8211; Risk in a por...

4

Bellwether Investment Management – Tailored Financial Solutions

http://www.bellvest.ca/index.php

Why Invest With Bellwether. A Fresh Approach to Investment Services. Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary "Disciplined Dividend Growth" Investment Process. It is our investment experience and the "Disciplined Dividend Growth" process that when combined deliver results for our clients. Find out how we deliver results. Bellwether is a multi-boutique i...

5

Bellwether INSIGHT

http://www.bellvest.ca/resources/bellwether-insight.php

Why Invest With Bellwether. Bellwether Insight is written by our Investment team, providing a commentary on specific market events and our market outlook and strategy. INSIGHT helps “make sense” of current market activity in a quick read format. INSIGHT is produced quarterly and more frequently as warranted by market events and is sent to all Bellwether clients and is available electronically upon request. Submission of information and requests for information are subject to the BELLWETHER Website Terms.

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archerETF - archerETF IQ Blog

http://www.archeretf.com/blog

Bellwether Interviewed in Advantage Magazine. Posted on: January 29, 2016. ArcherETF’s parent company, Bellwether Investment Management was interviewed on the topic of investment management and our history Click the link to see…. Our Video Interview on the Five Steps to a Successful Client Partnership. Posted on: January 10, 2016. TSX laid low by The War of 1812. Posted on: July 3, 2015. Bellwether interview in The Canadian Business Journal. Posted on: February 12, 2015. Posted on: May 7, 2012. BMO Long ...

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Protecting Your Investments | archerETF Portfolio Management

http://www.archeretf.com/protecting-your-investments

Protecting your hard-earned savings is the top priority of all investors. Unfortunately, there have been a number of situations in the last few years that have made this concern all the more real. Various investment schemes perpetrated on investors in Canada and the US, the most infamous being the high profile fraud committed by Bernie Madoff, make us all ask the question, are my investments safe? As our preferred custodial partner. NBCN Inc. is a subsidiary of The National Bank. In addition to the third...

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archerETF - TSX laid low by The War of 1812

http://www.archeretf.com/canada-economy-war-of-1812

TSX laid low by The War of 1812. Posted on: July 3, 2015. Growing up in Niagara, in the shadow of General Isaac Brock’s Monument, I learned of the War of 1812 and of how our troops bravely repelled the Yankee aggressors. What I did not learn was that the war and its aftermath would scar Canadian investors’ portfolios two hundred years later. Yet in the 21. Here’s the U.S. economy seen through the iShares S&P 500 ETF (IVV/NY): 10.6% Energy; 3.4% Mining; 14.4% Financials; 22.3% Cons...Canadian equities hav...

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About archerETF | archerETF Portfolio Management

http://www.archeretf.com/about

Is a boutique investment manager that offers tailored global tactical investment solutions for High Net Worth investors, Foundations, Estates and Trusts using its proprietary quantitative Investment Process. archerETF is a division of Bellwether Investment Management Inc. ArcherETF provides discretionary investment management focused on global investment opportunities and is dedicated to serving the distinct needs of High Net Worth individuals, Foundations, Estates and Trusts. Collectively, our portfolio.

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Investment Solutions | archerETF Portfolio Management

http://www.archeretf.com/investment-solutions

Our relationship with all archerETF clients is governed by our discretionary portfolio management agreement and Investment Policy Statement. These agreements define the terms and conditions by which we are to manage our clients’ investments. These are detailed documents that also explain the relationship we share with the custodian of your investments. See Protecting Your Investments. For more details of our custodial relationship. ArcherETF, Experts in ETF Portfolio Construction. By monitoring and respo...

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archerETF - Resources Centre

http://www.archeretf.com/resources-centre

One of archerETF’s core values is to ensure our clients are kept well informed on market activity and investing in general. We believe it is important for investors to go beyond the news bytes and media headlines that so often represent “market noise” and not sound investing. Should you come across a. Book, article or web site that. You feel would help educate. Like minded investors please. Send it to us. View the links archerETF use and recommended to our clients. View the latest archerETF Videos. Perio...

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Why Invest with archerETF | archerETF Portfolio Management

http://www.archeretf.com/why-invest-with-archeretf

Why Invest with archerETF. ArcherETF Portfolio Management ( archerETF”) is a boutique investment manager that offers tailored global tactical investment solutions for High Net Worth investors, Foundations, Estates and Trusts utilizing its proprietary quantitative Investment Process. Our tailored solutions can take many forms, but within the context of your portfolio, we strive to construct an investment strategy that delivers superior returns and meets your objectives. The old Buy-and-Hold strategy.

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archerETF - Videos

http://www.archeretf.com/videos

The archerETF approach to investing with ETFs. BNN – Business News Network. ArcherETF explains why not to invest in China just now. BNN – Business News Network. ArcherETF discusses a variety of ETFs. BNN – Business News Network. ArcherETF explains why coal producers are a better investment than the black roc. BNN – Business News Network. Bob Sewell explains why we are shifting to US corporate bonds. BNN – Business News Network. Why silver is overvalued. BNN – Business News Network, April 27, 2011. Bellwe...

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archerETF - Articles

http://www.archeretf.com/resources-centre/articles

Periodically we will feature news articles and commentary that archerETF feels is relevant to our clients and their ETF investments. These articles will represent a broad investment spectrum, and are the views of the author; therefore they should not be construed as archerETF investment recommendations. National Post Column: The Run may be over for Junk Bonds. Why individual bonds will beat Bond ETFs. IShares top Canadian ETF supplier. National Post Column: Avoid these Rotten ETFs. The Globe and Mail.

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Bellwether Investment Management – Tailored Financial Solutions

Values & Principles. Why invest with us. Fidelity Clearing Canada Custody. A Fresh Approach to Investment Services. Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary "Disciplined Dividend Growth" Investment Process. It is our investment experience and the "Disciplined Dividend Growth" process that when combined deliver results for our clients. Bellwether is Cana...

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