Dakota Live! Podcast: Aligning for Clients with Bel Air Investment Advisors

Join us as Alex Tung, CFA, Associate from the Investment Strategy Group with Bel Air Investment Advisors discusses the firm’s approach to manager research and selection in this rare glimpse into the inner workings of one of the premier wealth advisors in the United States. Celebrating their 25th anniversary this year, Bel Air Investment Advisors is a prominent wealth management advisory firm, providing financial advisory, asset and investment management services to exclusively high net worth individuals, families, trusts, and foundation. Headquartered in Los Angeles, Calif., Bel Air services over 300 families across the United States and oversees more than $10 billion in assets, including private foundation relationships.

In 2021, Bel Air partnered with Hightower to provide regulatory and compliance, legal, technology, accounting, and human resources support. As such, Bel Air operates as an advisory practice under the regulatory umbrella of Hightower as a registered investment advisor and our employees are employed by Hightower under the supervision of the Bel Air team.

In his role, Alex is integral in all aspects of the research process, including public and private fund due diligence, portfolio performance and risk analytics, asset allocation, and economic and capital market outlooks. Throughout the conversation, you will gain a unique perspective on the firm’s methodologies in understanding client goals, developing tailored financial plans, and ensuring that investment strategies are not just effective, but also resonate with the individual goals and risk profiles of their clientele. As a rising star in investment manager research and selection, Alex takes us through the crucial role of constructing effective investment portfolios.

Whether you're a seasoned investor, a finance professional, or simply someone interested in the dynamics of financial planning and investment management, this episode offers valuable insights. Join us as we uncover the principles and practices that put client needs at the forefront with Bel Air Investment Advisors, setting a benchmark for excellence in the wealth advisory landscape.