Let Your Investments Grow

We help you Invest for the Long Term to meet your Important Financial Goals

Let’s Start Today !

Set  up an appointment to get on the path to your Retirement

Acting In Your Best Interest !

Bellaire Capital Management, LLC is a Registered Investment Advisor

We are Fiduciaries

As a Registered Investment Advisor, we are Fiduciaries.  We have also structured our business to be a “Fee-Only” advisor.

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Goal Based Investing

We customize your Investment Planning to help you meet your Long Term Goals in a way that is Tax efficient and meets your Risk Tolerance.

Global & Tax Aware

We help you build a Custom Investment Plan that accesses the Global Investment markets and is tax efficient.

Our Services

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Investment Advising

We offer a non-discretionary Investment Planning service to help you meet your Investment Goals.

Portfolio Management

We offer a broad range of discretionary Investment Management strategies covering the public Investment markets.

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Goals Based Planning

We help you Integrate your Investing with your Financial Planning to manage your Wealth in a more efficient and effective way.

Balanced Strategies

We offer Asset Allocation strategies to help you meet your Investing Goals in a way that fits your Risk Tolerance.

Fixed Income Strategies

We offer both Taxable and Non-Taxable (Municipal Bonds) Fixed Income Strategies to help meet your Goals.

Global Strategies

We offer a stand alone Global Equities strategy and take a Global view in our Investment Strategies