Your goals aren't a number.  Your goals are to worry less, realize some dreams, enjoy the things that are important to you, and leave the world a better place.

Let's work together.  Our experience and guidance will help you confidently make investment decisions and help you move closer toward your goals.

 

Our people

Brian Smith
Portfolio Manager

Brian Smith, Portfolio Manager and founder of Bellingham Capital, leads the research efforts and constructs our model portfolios. His 21 years of experience make him well qualified to address most financial and investment concerns regarding investments, financing, cash-flow and budgeting.

Eric Petersen
Portfolio Manager

Eric Petersen, Portfolio Manager, spent 28 years as a pilot and leader in the US Navy. He has a thorough understanding of macroeconomic effects on the global marketplace. Eric focuses on helping clients through "change events" and selecting investments for our model portfolios.

Kerri Russ
Client Service Manager, Compliance Officer, Treasurer

Kerri's primary responsibilities are client support and investment account management. She also leads efforts on finance, policies and procedures, and technology for our firm. As Compliance Officer, she ensures that our firm satisfactorily operates within regulatory requirements.

Our process
  • Utilize a wide variety of data and news sources to form and update our Macro Investment Outlook (geopolitical and economic). Use Macro Investment Outlook to:

    --- evaluate areas in which we're not currently invested and determine level of attraction for portfolio
    --- identify investment risks and mitigating factors
  • Construct portfolios with our highest conviction ideas. Screen and evaluate investments by considering:

    --- consistency with our Macro Investment Outlook

    --- likelihood for continued success based upon factors such as management stabiliy, internal costs, and financial strength

    --- technical analysis and peer comparison

    --- management team and their processes

    --- objectives and strategies of investment vehicle or company

  • Rebalance to implement updated investment allocation.

    Manage overall risk of the portfolio.

    Minimize fees and small or unnecessary transactions.

    Identify events which may maximize rebalancing effectiveness.

  • Monitor and assess current investments:

    --- review performance and volatility of model investments

    --- compare model investmetns with their peers

    Evaluate existing investment sectors and areas.

    Determine if we should hold, reduce, or increase each investment.

    Research new and emerging investment opportunities.

    Compare current holdings to our current Macro Investment Outlook.

Contact Us

Bellingham, WA

316 E. McLeod Rd, Suite 105

  • Postal Code: 98226

  • Telephone: (360) 685-4240 x1

  • Fax: (888) 551-1012

  • Mail: customerservice@bellinghamcapital.com

Anacortes, WA

619 Commercial Avenue, Suite 5

  • Postal Code: 98221

  • Telephone: (360) 685-4240 x2

  • Fax: (888) 551-1012

  • Mail: customerservice@bellinghamcapital.com

Dallas, TX

5537 Charlestown Drive

  • Postal Code: 75230

  • Telephone: (360) 685-4240 x3

  • Fax: (888) 551-1012

  • Mail: customerservice@bellinghamcapital.com

 

For our clients

 

 

 

Bellingham Capital Management, Inc. is a registered investment advisor in the states of Washington, California, and Texas. The adviser may not transact business in states where it is not properly registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.