Bellingham Investment Management is a boutique investment management and financial advisory firm managing assets
in stocks, mutual funds, bonds, and cash equivalents for individuals, family trusts, retirement funds, foundations, and
corporations.
Our investment style could best be described as eclectic. Although we would be generally categorized as deploying a
growth equity investment approach to managing portfolios, we maintain flexibility while utilizing methods of value,
market timing, and sector rotation in order to achieve growth.
We personalize each portfolio based upon our clients needs, goals, and risk tolerance. Each account is viewed daily.
Our office is located in the historic Presidio of San Francisco. Once a military base, The Presidio is now a beautiful and
amazing preservation of history and we are proud to be part of this community of business.
Click through to our ABOUT US page
to learn more about how we can help
you. Or fill out our information
request on our CONTACT US page.
jack@bellinghaminvest.com albre@bellinghaminvest.com
