Rene Trujillo's Contact Details

Rene Trujillo's Company Details

Bellatore Financial

San Jose, CA, US • 20 - 49 Employees
Financial Services

Born out of dissatisfaction with existing options, Bellatore was built from the ground up with a focus on providing flexibility, an elite supporting cast and a full suite of services to help you gain more time and increase capacity.\\Built in conjunction with leading advisors, our services adapt to your needs giving you the freedom to do business as you see fit.\\The Bellatore Difference:\\Unlike any other firm, Bellatore caters to advisors that want custom client portfolios or their own model portfolios while having access to a team of investment experts to help with asset allocation, fund selection and ongoing management. Our services allow you to:\\• Maintain a level of control and flexibility over your investments\• Stop selling all your clients' assets to transition to a new firm\• Use more than a single fund company\• Access a team of investment experts to help with asset allocation and fund selection\• Carry over cost basis and, in some cases, performance\• Outsource monitoring and rebalancing\• Customize your service experience and ongoing management