As the origins of our name suggests, Legion Portfolio Services represents a group coming together for a common cause-to serve clients and provide access to high-quality turnkey solutions. Our purpose is to deliver investment solutions and best-of-breed services and technology to a wider advisor audience.
Legion Portfolio Services is a division of Bellatore Financial, Inc. and is part of a broader organization, Bellatore, LLC, focused on serving the needs of financial advisors and financial institutions. While Legion Portfolio Services will meet the needs of most advisors right out of the box, we realize that every advisor is distinct. That's why Bellatore has developed a scalable business model to meet an advisor's needs at every stage. Our sister division, Bellatore Investment Counsel, offers access to a more highly customized platform to accommodate an advisor's significant growth.
» Download the Legion brochure
Legion Portfolio Services is a division of Bellatore Financial, Inc. and is part of a broader organization, Bellatore, LLC, focused on serving the needs of financial advisors and financial institutions. While Legion Portfolio Services will meet the needs of most advisors right out of the box, we realize that every advisor is distinct. That's why Bellatore has developed a scalable business model to meet an advisor's needs at every stage. Our sister division, Bellatore Investment Counsel, offers access to a more highly customized platform to accommodate an advisor's significant growth.
» Download the Legion brochure
Bellatore, LLC is a financial services company that delivers core investment management solutions, back office technology and client service to established advisory businesses. Bellatore offers cross-disciplinary services and expertise in an integrated platform through four operating divisions: Bellatore Investment Counsel, Legion Portfolio Services, Bellatore Partners and Bellatore Securities, Inc.
Born out of dissatisfaction with existing options, Bellatore has been built from the ground up to deliver exceptional service and support. We are guided by a team of experienced and dedicated professionals and an Investment Committee that includes three widely-recognized academics: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory; behavioral finance expert Meir Statman; and risk management expert Sanjiv Das. In addition, our Bellatore Partners division has established relationships with thought leaders in the industry through our subsidiary consulting firms Pareto Systems and Credo Consulting and a strategic partnership with MoneyQuotient.
Please visit www.bellatore.com for more information about Bellatore, LLC and our businesses.
Born out of dissatisfaction with existing options, Bellatore has been built from the ground up to deliver exceptional service and support. We are guided by a team of experienced and dedicated professionals and an Investment Committee that includes three widely-recognized academics: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory; behavioral finance expert Meir Statman; and risk management expert Sanjiv Das. In addition, our Bellatore Partners division has established relationships with thought leaders in the industry through our subsidiary consulting firms Pareto Systems and Credo Consulting and a strategic partnership with MoneyQuotient.
Please visit www.bellatore.com for more information about Bellatore, LLC and our businesses.
