Bellwether Investment Management Inc. is a multi-boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts.  Our investment solutions include Global equity and fixed income portfolios utilizing our proprietary ”Disciplined Dividend Growth” Investment Process and a Global Tactical ETF Strategy through our Adaptive ETF division.

Firm History

While the roots of the company go back further, Bellwether was formed in 2009. ”Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their needs…” 

We want to manage our growth in keeping with our principles. That’s why every portfolio management company that’s become part of the Bellwether family since 2010 was selected with the same values-oriented strategic mindset that we use to manage our clients’ investments. As a result, in 2018, Adaptive ETF was formed as a division of Bellwether Investment Management Inc., focused on our Global Tactical ETF strategy.

Please visit our Bellwether website, for more information on our North American investment solutions or Adaptive ETF for our Global Tactical ETF Strategy.

Investment Philosophy

Our goal is to deliver superior returns for investors. Defining “superior returns” is specific to each investor’s objectives; therefore, we work with our clients to tailor their solution and understand their definition of success. Our investment approach is team based, with all of our portfolios guided by our Investment Committee.

Bellwether’s ”Disciplined Dividend Growth” Investment Process

Our process is Disciplined because we apply rigorous quantitative and qualitative methodologies used in the selection of companies that have better than average valuations, revenue and cashflow growth and balance sheet strength. Our process is Growth because we emphasize profit and dividend growth.  Please see ”Our Approach” on our website, www.bellvest.ca for more detail.

”Our fundamental belief is that growth in corporate profits and the resultant dividend growth will eventually lead to share price appreciation.”

Bellwether’s Adaptive Global Tactical ETF Strategy

At its most fundamental level, the Adaptive Global Tactical ETF Strategy® is a way to combine team wisdom with computer-aided modelling of risk and quantitative evaluation of specific ETF products. The end result is a repeatable process that is proven to adapt to the rapidly changing world we live in today. This is not a one-time effort. It is a constantly repeating cycle, where our four-part active management process continually tells us when to adjust our holdings.

The Adaptive strategy is first and foremost a global approach, and our process has been developed specifically to respond effectively to the added risks of a turbulent economic, social and political world. The heart of the strategy is active management—done by our team, not by the manufacturer of the ETF products that we are trading. This decision to invest in passively managed ETF products is a conscious and defensible one, because we know what happens when there are too many cooks in the kitchen. Instead, we are the head chef. We use the well-respected “core-satellite” approach to construct our ETF portfolios, using our robust methodology to take advantage of time-sensitive opportunities and quickly rebalance portfolios in response to increasing market risk. It’s this adaptability that makes a measurable positive difference in portfolio value over time. Please visit our website, www.AdaptiveETF.ca for more detail.

Reporting & Communication with Clients

Bellwether strives to provide a distinctly personal service that is truly focused on meeting the broader financial needs of our clients. 

Our philosophy is built on the following principles: 

Tailored – to tailor our services to meet complex client objectives; 
Designed – to deliver solutions designed specifically for each client; and, 
Transparency – to provide transparency and access to our experts.

All aspects of our client relationships are defined within an Investment Policy Statement (IPS). The IPS documents the details gathered in our client discovery process, including the desired frequency of contact. We believe that our client relationships will only be successful if both parties agree on how the portfolio is to be managed as well as when and how the client wants to be communicated with. 

Bellwether clients also receive: 

An analysis, and recommendations regarding wealth planning strategies;
A transition plan regarding how best to transfer existing investments;
Quarterly account statements and portfolio performance;
Informative quarterly reports, which include our current investment strategy; and,
Online access to the custody accounts.