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Financial & Investment Services
About Us
Bel Air Investment Advisors is a prominent wealth management advisory practice, providing financial advisory, asset and investment management services to exclusively high-net-worth individuals, families, trusts and foundations with $20 million or more in investable assets. Headquartered in Los Angeles, California, Bel Air services over 350 families across the United States and oversees and manages more than $12 billion in assets.
Bel Air advises its clients with objectivity, foresight, and a long-term investment philosophy. Founded in 1997, Bel Air was one of the first independent minded practices in the private wealth management market to operate with an open architecture model exclusively for high-net-worth individuals, families, and foundations.
Bel Air’s advisors have dedicated their careers to serving high-net-worth clients and have shaped Bel Air into a respected wealth management practice, one that is focused, seasoned, knowledgeable, and committed. Known for its philanthropic leadership in the community, Bel Air's professionals also serve on a variety of charitable boards.
The team at Bel Air has navigated numerous market cycles and global events; what remains steadfast is a dedication to serving the best interests of Bel Air’s clients. As the practice continues to evolve to tailor modern investment solutions to its clients of today and tomorrow, Bel Air will never deviate from its original vision, putting its clients at the heart of everything and providing comprehensive, transparent advice across generations.
