Philosophy

Belsen Getty is a full service financial management company focused on achieving the investment goals of our clients for over two decades. Our clients are families, individuals and companies in need of professional financial advice regarding matters of investment, retirement planning, employer-sponsored insurance programs, human resource consulting, risk management and business development.

Our philosophy is one of creating long term relationships wherein our advisors become consistently involved in identifying and clarifying the needs and goals of our clients and further partnering together to craft and implement a financial plan to achieve these goals within risk tolerances and timelines established.

Once the clients’ goals are defined, our advisors and analytic team build a portfolio mix to match the plan and continue to maintain the portfolio as the client experiences life changes or approaches retirement. As life changes occur or as economic cycles mature a need for a dynamic management approach is evident.

The Investment Committee at Belsen Getty conducts independent in-depth research to identify economic trends and investment opportunities within a framework of principles proven over time to minimize risk. As an independent firm, we are not constrained in the number of offerings available to us unlike many larger sales organizations. Our fee-based approach and the avoidance of commissions helps remove many conflicts-of-interests that arise in those environments. Our objectivity in selecting portfolio components is a powerful wealth building tool for our clients. We are continually seeking the best risk/reward, lowest cost opportunity for our clients regardless of their source. This can make a significant difference in investment return and reduced volatility. By charging a fee based on assets, as opposed to commissions on transactions, we further align our interests with the goals and objectives of our clients. This removes the inherent conflict-of-interest so often experienced in commission driven financial management where the clients’ goals are subordinated to the advisors drive for transactions and commissions.

Here at Belsen Getty our clients can expect an experience where integrity, knowledge and commitment to clients’ goals are the overriding principles.