Fiduciaries must follow a prudent process when investing for their organization or employees. The Bellwether process leads to sound investment decisions with minimal staff resources.
- Policy drives the process.
- Implementation varies for different situations and investor types, but the basic process is fundamental.
- The process runs continuously, reacting to changes in market conditions and investor needs.
- We provide the services to keep you focused on decision-making, not research.
Click the link buttons to learn more about our general services, or explore how the process applies to different types of investors.