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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Belle Haven Investments

Profile

Based in Westchester County, New York, Belle Haven Investments is an independent, employee-owned asset manager specializing in separately managed taxable and tax-exempt fixed income portfolios. Belle Haven has been managing portfolios since 2002. We are uniquely committed to serving Consultants and Advisors along with the Institutions, Foundations, Family Offices and High Net Worth individuals whom they represent. Our team's expertise and focus in one asset class have resulted in award-winning strategies. Our goal is to provide an unrivaled level of service, reliability and customization to our Advisors in building what we hope are partnerships for years to come.