Professionals We Work With
We like to say that our clients get the best of both worlds – a boutique firm that offers personalized support and education and the expertise of some of the most powerful financial institutions in the industry today. Outlined below are some of the amazing professionals we work with:
Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial translates into more freedom of choice, more quality service, and more technological capabilities. The one and only focus of LPL Financial is providing financial advisors with the tools, training, and support they need to offer professional advice to their clients. LPL Financial provides technology, comprehensive clearing and custodial services, independent investment research, life insurance case design and underwriting, and practice management programs and training to support more than 15,000 independent financial advisors and over 700 financial institutions throughout the country, enabling them to better serve their clients.
Financial Advocates Investment Management (FAIM) is an independent, fee-based, registered investment advisory (RIA) and wealth management firm based in western Washington. FAIM serves as an RIA to hundreds of independent financial advisors and their investment advisory and financial planning clients throughout the country. FAIM acts as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing a private practice. For more information about Financial Advocates Investment Management, visit www.financialadvocates.com.
Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers with more than 1 Trillion of assets under management. GSAM works with LPL Research to provide investors and advisors dynamic managed portfolios with low-cost ETFs that blend the benefits of both active and passive investing, known as smart beta. GSAM utilizes ActiveBeta ETFs built on transparency and rules based discipline. ActiveBeta methodology provides investors with a diversified solution that is both tax efficient and low-cost across 4 time-tested factors known to drive positive investment performance and experience while also providing the opportunity to outperform the market.
With over 6 Trillion under management, BlackRock is one of the world's largest and most respected leaders in investment, advisory, and risk management solutions. Blackrock is committed to both shareholder's and advisor's success and is the largest provider of ETFs in the world. Blackrock and LPL Research work closely to provide clients and advisors customized managed portfolios that are dynamic and constructed with high quality and cost-effective ishares across both indexes and factors. Built around a core asset allocation model, these dynamic portfolios provide both the long-term success of strategic asset allocation and the flexibility of incorporating current data to adjust portfolios intra-quarter to benefit from head and tail winds as they occur within the financial markets.
Dimensional Fund Advisors (DFA) is a global investment manager dedicated to implementing the great ideas in finance with precision and efficiency. Founded in 1981, DFA has a long history of applying rigorous academic research to practical investing. Today, DFA offers a full range of factor-based equity and fixed income strategies for institutions and independent fee-based financial advisors alike designed to target higher expected returns while providing the diversification and low expense you would expect of index fund. At Belle Financial, we leverage this valuable research and support to better serve our clients and to craft portfolios that are aligned with their needs.
Vanguard is one of the largest investment companies and largest provider of mutual funds in the world. Founded in 1975, Vanguard established the first index mutual fund to provide investors a diversified and low cost way to invest. Today, Vanguard offers a large selection of low-cost mutual funds, ETFs, and other related services that we utilize for many of our investment clients. At Belle Financial, we benefit from Vanguard’s expertise, stability, reliable investment approach, and commitment to low-cost investment vehicles to help our investors build wealth.
Truluma is a national leader in the disability income brokerage arena, serving advisors in all 50 states while continuing to earn annual recognition within the industry and preferred status from their carrier partnerships. Truluma stays true to its advisors-first principles while illuminating the way toward income and asset protection solutions for their clients, all with unparalleled knowledge, dedication and responsiveness. Trumula works closely with our advisors at Belle Financial to help our clients design income protection solutions that fit their budget and needs with the top insurance carriers in the industry, specializing in disability income insurance for individuals, couples and business owners along with long-term care insurance for individuals and couples.