Also known as bellwether
Bellwether Capital Management LLC is a U.S.-based registered investment adviser founded in 2009 and located in Fair Oaks, California. The firm provides financial advisory, investment management and wealth management services. It describes a fee-only, transparent business model and states that it acts under a fiduciary duty to its clients. Victor K. Lai, CFA, MBA, is managing partner and has more than two decades of experience in banking, private equity and investment management. The firm presents itself as a private boutique offering personalized attention from a dedicated advisor.
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Bellwether Capital Management is a wealth manager based in Fair Oaks, United States.
Bellwether Capital Management is headquartered in Fair Oaks, United States.
Bellwether Capital Management was founded in 2009.
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