• Belief Statement
• Our Clients
• Our Process and Approach
• Our Investment Discipline

Belief Statement

The following belief statements highlight our commitment to excellence and our passionate pursuit of mutually beneficial relationships with our clients:

We believe that the financial planning process is the best way for clients to make informed and rational decisions about their financial future.

We believe that if our clients have no barriers to exit a relationship with our firm, then our partnership with them will be built on an ongoing recognition that we are adding value to their lives.

We believe that portfolio policy decisions are best made in coordination with all the other aspects of a client’s financial plan.

We believe that a globally diversified portfolio, comprised of many different asset classes with different characteristics of return, risk, and correlation to each other, provides the best opportunity for clients to meet their long-term investment objectives.

We believe that our staff should be highly educated and motivated to meet the test of excellence in serving the needs of our clients.

We believe that tactical asset allocation decisions can add value to portfolio performance over time.

We believe that our clients benefit from a team approach to holistic financial planning, where we coordinate our experience with the expertise of their CPA, attorney, and other advisors.

We believe that fee-based compensation allows us to give our clients objective financial advice.

We believe that investing success does not come from brilliant market insights, but rather from having a sound, diversified plan — patiently and consistently applied. Management costs, tax efficiency, and consistency of results are critical criteria in the selection of investments.

We believe that financial planning is the foundation for sound decision-making and we therefore emphasize planning in all of our work with clients.

We utilize a team approach in working with clients. Clients will have a primary advisor, but will work with other members of our professional staff as they analyze problems and develop solutions.

Back to top

Our Clients

At Bellingrath Wealth Management we are privileged to work with some impressive people as clients. People who are successful, goal-oriented, who ask good questions, who are positive and who value working with an experienced advisory firm that can truly contribute to their quality of life. People who are looking for the values and comprehensive approach we bring to every client relationship. While some of our clients say they “couldn’t do this on their own,” the common denominator is that they choose not to – for a variety of good reasons.

More specifically, our clients are individuals, couples, widow(er)s and families. There are many families in which one generation has asked to work with another generation – both older and younger, or to work with their siblings or lifelong friends. We take special pride in receiving such referrals. These clients primarily live in the New Orleans metropolitan area, but also span the state of Louisiana. In addition, we have client relationships in Illinois, Mississippi, Texas, South Carolina, Tennessee, Missouri, and Minnesota.

Our services typically provide the greatest benefit to clients with investment assets of at least $250,000 or a total net worth that exceeds $1 million.

Back to top

Our Investment Discipline

Our message and approach are consistent over time. Ours is a disciplined investment process based upon a long-term strategy — not the investment "flavor of the month."

Our investment strategies flow from our planning work. Portfolio design and implementation are driven by your specific return requirements as determined by your long-term capital needs.

Other than keeping costs and taxes as low as possible, we do not espouse a single investment philosophy but rather the selection and combination of securities, funds or managers that best meet your needs.

At Bellingrath Wealth Management, we recognize the value of providing an outstanding work environment to our employees – an environment that supports the personal and professional development of every staff member. It is our belief that this commitment maximizes our contribution to the community, our profession and, above all, our clients.

Back to top