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Bellwether Consulting
Bellwether Consulting is an investment consulting firm for institutional investors. It is an investment advisor with over $50 billion in assets under...
Overview
Bellwether Consulting is an investment consulting firm for institutional investors. It is an investment advisor with over $50 billion in assets under fiduciary advisement, specializing in investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. As an independent firm unaffiliated with investment managers or service providers, it does not accept product-related compensation such as sales commissions and acts solely as the client's advocate.
General information
Firm type
RIA
Year founded
2001
AUM
$50B+
Location
City
Millburn
Principals
Scott Cohen
Investment Consultant and co-founder
Jacob Finkel
CFA, Investment Consultant
Keith Hocter
CFA, Investment Consultant and co-founder
Lynda Sandersen
Investment Consultant
Sector focus
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