Investment Management — A Partnership of Excellence

Family Steward Wealth Consulting™—Investment Team

carol-walter-team-experts
Walter Burns, CFP®
Carol Chesser, CFP®

We utilize a robust investment approach based on academic research that is scientific, transparent and process driven. Needless trading costs can increase portfolio expense and lower returns. We help minimize portfolio expense through our selection of mutual funds, many of which are not available to the general public. All investments have low expenses and there is never a sales load. This alone can enhance returns. As your investment adviser, we serve as a conduit between your goals and the financial capital markets. Through discipline and dependable investment vehicles, we deliver consistent capital market rates of return. For more detail about our investment philosophy, refer to the Wealth Management Plan, Part Two: The Investment Policy Statement. A sample is available upon request.

Investment Consulting Support Team

Your investments are monitored by a professional team with the knowledge needed to manage risk. The team includes:

Jonathan Scheid, CFA
Mr. Scheid serves as President and Chief Investment Officer of Bellatore Financial. He is a CFA charter holder, member of the CFA Institute and the CFA Society of San Francisco, and has been published in multiple industry publications. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.
Kane Cotton, CFA
Mr. Cotton is Vice President and Chief Investment Strategist for Bellatore Financial. He is a CFA charter holder, member of the CFA Institute and member of the CFA Society of San Francisco. He graduated from Colorado State University with a B.A. in Economics with a minor in English and earned his M.B.A. in Investment Management from the University of Colorado.

Strategic Investment Oversight Team

We have access to some of the most recognized and esteemed names from the field of finance and economics, including a Nobel Laureate. You benefit from a well-researched disciplined investment process which includes ongoing monitoring and risk management.

Harry Markowitz, PhD
Dr. Harry Markowitz won the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. Recognized as the father of Modern Portfolio Theory and one of the nation’s best known minds in finance, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He received his PhD in economics from the University of Chicago. We invite you to view three short videos spotlighting Dr. Harry Markowitz:

  1. Harry Markowitz on Investing
  2. Harry Markowitz on Markets
  3. Harry Markowitz on Market Volatility
Meir Statman, PhD
Dr. Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.
Sanjiv Das, PhD
Dr. Das is Professor of Finance at Santa Clara University. His current research includes modeling of default risk, derivative pricing models, portfolio theory and venture capital. He holds post-graduate degrees in Finance (MPhil and PhD from New York University), Computer Science (MS from UC Berkeley) and an MBA from the Indian Institute of Management, Ahmedabad.