Bellmont Securities

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Bellmont Securities

Contact person

  • Director
    David Montuoro (+)
    admin@bellmontsecurities.com.au
  • Business Details
  • What we do

About us

Founded in 2006, Bellmont Securities is a boutique Australian portfolio manager and broker, offering research-driven share portfolios to individuals and financial intermediaries. Conservative, yet innovative, we don’t attempt to ‘time’ the market, but instead seek to grow our clients’ wealth through the patient and disciplined application of our investment strategies.

Bellmont manages Australian share portfolios for Individuals, Self Managed Super Funds and Financial Intermediaries.

Our unique approach draws heavily on academic research to create conservative strategies designed to outperform the market over the long term, while actively minimising risk.

Our tax aware strategies and efficient holding structure ensures our investors keep more of every dollar they earn.

Furthermore, our managed accounts platform provides administration and reporting, as well as providing investors with full transparency of their investments

 

Contact us

Email
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  Address
Suite 206, Level 2, 165-167 Phillip Street, Sydney NSW 2000