Belvedere Investments

Belvedere Investments Corporation is a financial advisor based in the Knoxville metropolitan area. At Belvedere Investments, we help individuals, families, and organizations grow and protect their wealth with custom plans that fit their goals. Our experienced team uses smart strategies and careful planning to guide clients through the ups and downs of investing in the stock market, always focusing on long-term success. Whether you want aggressive growth, capital preservation, or somewhere in between we can build out a portfolio that meets your needs.

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Process

  1. Initial Consultation / Discovery Meeting
    Meet with us in person, over the phone, or via video conference. This introductory session is an opportunity to discuss your financial goals, aspirations, and challenges, without any obligation.

  2. Needs Assessment, Risk & Financial Review
    We conduct a thorough review of your current financial situation, including a risk assessment, and request relevant financial documents to ensure we have a complete understanding of your needs.

  3. Tailored Investment Strategy Development
    Based on your unique goals and financial situation, we create a customized investment strategy designed to help you achieve long-term success.

  4. Presentation & Collaborative Discussion of Plan
    We present your personalized investment plan and walk you through the strategy. We value your input and make adjustments based on your feedback to ensure it perfectly aligns with your needs and wants.

  5. Onboarding & Agreement
    Once you’re ready to move forward, we complete all necessary paperwork and compliance documentation to officially begin our partnership.

  6. Asset Transfer to Custodian Firm
    Your assets are securely transferred to the trusted custodian firm, ensuring that they are managed with the utmost care and professionalism.

  7. Ongoing Monitoring, Implementation, & Portfolio Adjustments
    We continuously monitor your portfolio’s performance and review your financial goals. If your objectives or circumstances change, we make timely adjustments to keep your plan on track.

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Standard Questions People Ask:

1. What services do you offer?
Answer: We offer a range of services, including Portfolio Management, Equity Research, Risk Management, and Portfolio Consulting. Our goal is to tailor our services to meet your specific financial needs and ensure your investment strategy aligns with your long-term goals.

2. How do you customize your approach to our financial situation?
Answer: Getting to know you, the client, is at the core of everything we do. We believe that understanding your unique financial situation, goals, and values is crucial for managing your portfolio effectively. By taking the time to listen and learn about your aspirations, we create a personalized strategy that reflects your financial objectives and risk tolerance.

3. How do you communicate?
Answer: At our registered investment advisory firm we prioritize accessibility and flexibility in communication. We can do phone calls, emails, video calls, or in-person meetings, we’re here to connect with you in the way that’s most convenient for you. Our team is committed to being responsive and available whenever you need us.

4. Do you sell commission-heavy products like whole life insurance?
Answer: No, we do not sell commission-based products like whole life insurance. Our focus is on providing transparent, fee-based investment management services that align with your investor profile.

5. How do you measure success when it comes to managing our money?
Answer: We measure our success in several ways. First, we evaluate our investment performance relative to key benchmarks, such as the SPY (S&P 500 ETF) and AGG (Bond ETF), to ensure we are delivering competitive returns. Additionally, we focus on achieving your personal financial goals by setting clear, measurable objectives and regularly reviewing your progress. Ultimately, our success is defined by how well we help you meet your financial aspirations while managing risk.

6. When I hire you to manage my money, do you have custody or hold the money?
Answer: No, we do not hold or have custody of your funds. Your assets are securely held by our trusted custodian Interactive Brokers. Interactive Brokers is a Fortune 500 company and is publicly traded under the ticker symbol IBKR. We (Belvedere Investments) act as your portfolio manager or head trader, making investment decisions on your behalf. You can reach out to our custodian directly at any time to inquire about your account or to request a transfer of funds. Our role is solely to manage your investments and ensure your portfolio aligns with your financial goals.

7. Are there account minimums?

Answer: No, not at this time.

8. What are the fees?

Answer:

Account values $0-$999,999 = 1.25%

Account values $1,000,000+ = 1.00%

Fees are negotiable for large enough investments.