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For Money Management, client assets are held by third-party custodians in separately managed accounts.  This provides a combination of safety, control, and transparency.  Clients can view their accounts through the custodian links below. Please note that upon selection, you will be redirected to your custodian's web portal. If you do not see your custodian listed, or you need to enroll in online access, please contact BCM.

Charles Schwab, Fidelity, Vanguard and any other custodians used by Bellwether Capital Management LLC are registered broker-dealers, and are not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Bellwether Capital Management LLC is independently owned and operated. The custodians neither endorse nor recommend any particular advisor or investment strategy. Bellwether Capital Management LLC provides investment advisory services for your account. The custodians may have agreements with Bellwether Capital Management LLC under which the custodians provide Bellwether Capital Management LLC with services related to your account.  Custodians do not review the Bellwether Capital Management LLC Web site, and makes no representation regarding the content of the Web site. The information contained in the Bellwether Capital Management LLC Web site should not be considered to be either a recommendation by the custodians or a solicitation of any offer to purchase or sell any securities.