BCM About

ABOUT

Bellwether Capital Management LLC (BCM) is a U.S.-based registered investment adviser founded in 2009 and located in California. We provide financial advisory, investment management, and wealth management services. Details including our firm's Form ADV are available at the SEC's Investment Adviser Public Disclosure portal.

WHY BCM?

RELIABLE EXPERTISE

We have decades of financial and investing expertise you can rely on. Our tenure of practice and caliber of credentials place knowledge, experience, and confidence on your side of the table.

EXCEPTIONAL SERVICE

We provide exceptional service quality with the intimacy of a private boutique. You receive undivided, personalized attention from an advisor dedicated to serving your needs.

FIDUCIARY DUTY

We represent your interests with a fiduciary duty. Our transparent business model and fee-only compensation prevent conflicts of interests and fortify our sole allegiance to you.

AT YOUR SERVICE

VICTOR K. LAI, CFA, MBA

Victor Lai is Managing Director at Bellwether Capital Management LLC. He began his financial services career in 2002 and has worked in investment management, private equity, and banking. Victor earned a BA from the University of California, Berkeley, an MBA from Texas A&M University, and a CFA charter from the CFA Institute.

CHARLES D. TRACY, CFA, MBA

Charles Tracy began his financial services career in 2011 and worked at Franklin Templeton Investments and Morgan Stanley. He earned a BA from St. Mary's College of California, an MBA from the UCLA Anderson School of Management, and a CFA charter from the CFA Institute. Charles is a director on BCM's advisory board.

GAVEN I. KHAN, MBA

Gaven Khan has over two decades of management and consulting experience. He is the founder and President of consulting firm GK Partners. He was previously a Vice President at Citigroup and KAPS Consulting. Gaven earned a BS from George Mason University and an MBA from the MIT Sloan School of Management. Gaven is a director on BCM's advisory board.