Your goals aren't a number - they are to meet life's challenges, realize dreams, and leave the world a better place.
Let's work together. Our experience and guidance will help you confidently make investment decisions and move you closer to your goals.
Brian leads our firm's research efforts and constructs our model portfolios. He is the founder of Bellingham Capital Management and his 20-plus years of experience enable him to address most investment and financial concerns regarding investments, financing, cash-flow and budgeting.
Kerri is our clients' point person for day-to-day administration and management of their investment accounts. As our Compliance Officer, she ensures that our firm satisfactorily operates within regulatory requirements. Kerri is also responsible for finance, policies and procedures, and technology for our firm.
Eric is a portfolio manager and the fixed income analyst at BCM. He has a thorough understanding of macroeconomic effects on the global marketplace and strives to help clients feel confident about their investment choices. Eric spent 28 years in the US Navy and owes his sense of “disciplined optimism” to all with whom he served.
> 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 attractiveness 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.
316 E. McLeod Rd, Suite 105
Postal Code: 98226
Telephone: (360) 685-4240 x1
619 Commercial Avenue, Suite 5
Postal Code: 98221
Telephone: (360) 685-4240 x2
Dallas TX Area (Gun Barrel City)
173 Deer Island Road
Postal Code: 75156
Telephone: (360) 685-4240 x3
Bellingham Capital Management, Inc. is a registered investment advisor in the states of Washington, Oregon, 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.