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Institutional Portfolio Management with Michael Bellody | Financial Planner Search
In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing institutional-level portfolio management to clients who traditionally wouldn't have access to it. Inspired by his upbringing in Hartford and a desire to give people like his parents the same white-glove advice wealthy institutions receive, Michael built a practice grounded in deep portfolio management expertise a discipline he's practiced since age 25.Michael walks through the three client types he serves, pre-retirees, business owners…
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