Bellwether Consulting
 
 

Bellwether Consulting is an investment consulting firm for institutional investors.  Our clients look to us for insight on the financial markets, recommendations concerning investment decisions, and fiduciary oversight.

Welcome to our website!  Please use the yellow menu bar to navigate freely around the site, or start with one of these links:

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Services for specific types of investors, such as pension sponsors, defined contribution plan sponsors, endowment boards, and many others.

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General information on our investment process or services.

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Helpful resources for investors, including our market updates.

Stocks surged in 2012’s opening quarter on improving US economic data and relative stability in the Eurozone. In this quarter’s Market Recap we explore the gap between a newfound confidence on Main Street and an eerie sense of foreboding among policymakers and asset managers.

 Dividends are all the rage once again.  For this quarter’s Focus Topic, we dust off the age-old question, “Do dividends really matter?”  While we are skeptical of any naive approach focusing on dividend yield, the research yields valuable tips for evaluating actively-managed strategies where dividends play an important role.