Bellwether Investment Group, LLC

About Bellwether Investment Group, LLC

<p>Known for 3(21) fiduciary support for retirement plans, Bellwether Investment Group, LLC also operates under the Bellwether name and brings that same investment discipline to advisory work for business owners and investment firms.</p> <p>Headquartered in Chattanooga in the Tennessee Valley, the firm has offices across several major metros, including El Segundo and Newport Beach in Southern California, Salt Lake City, Dallas–Fort Worth, and Hixson/Chattanooga. Bellwether works with clients in Aerospace &amp; Defense, Consumer Goods &amp; Retail, Industrials, Private Equity, Real Estate, and Technology.</p> <p>Its work includes asset management, portfolio management, growth strategy, and transaction advisory, as reflected on bellwetherco.com. Bellwether is SEC-registered as an investment advisor (CRD #148114, SEC #801-69529) and reports $0.1B in assets under management (2026).</p> <p>What sets Bellwether apart is the mix of corporate advisory and retirement plan fiduciary work under one registered investment advisor.</p> <ul> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Asset management and portfolio management</li> <li>Growth strategy advisory</li> <li>Transaction advisory</li> <li>Industry focus: Aerospace &amp; Defense, Consumer Goods &amp; Retail, Industrials, Private Equity, Real Estate, Technology</li> </ul>

Website: https://bellwetherco.com/