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Kane Cotton is Vice President and Chief Investment Strategist for Bellatore Financial, Inc., a third party asset management firm located in San Jose, CA. Mr. Cotton serves as lead portfolio manager on all Capital Allocation & Management portfolios, a discretionary asset allocation program offered by Bellatore. As Chief Investment Strategist, he is responsible for portfolio positioning, due diligence and overall investment strategy. He has played an integral role in developing Capital Allocation & Management’s research processes as well as directing market strategy, due diligence and portfolio management efforts. He served as an expert panelist on ETF strategy with iShares. Prior to joining Capital Allocation
& Management in 2005, he spent six years at Invesco. He graduated from Colorado State University in 1996 with a B.A. in Economics and a minor in English where he was an Honorary Member of Omicron Delta Epsilon International Economics Honor Society. He earned his M.B.A. in Investment Management in 2005 from the University of Colorado. He is a CFA charterholder and a member of the CFA Society of San Francisco.
Independent / boutique research firm analyst.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Gold, Mutual funds, REITs, Retirement savings, Stocks - long, Tech stocks
Bellatore Financial, Inc.
Based in San Jose, California, Bellatore Financial, Inc. was founded in 2007. As a turnkey asset management provider, Bellatore offers services and strategies that help independent financial advisors place their clients in the best position to achieve their goals. Born out of dissatisfaction with existing
options, Bellatore was built from the ground up to deliver exceptional service and support. Bellatore is guided by a team of experienced and dedicated professionals and an Investment Committee that includes three widely-recognized experts: Harry M. Markowitz, the Nobel Prize-winning founder of Modern Portfolio Theory, behavioral finance expert Meir Statman, and risk management expert Sanjiv Das. Bellatore is committed to delivering robust investment programs and knowledge leadership. In 2008, Bellatore expanded its investment program menu by acquiring Capital Allocation & Management. Bellatorerealizes that every advisor is distinct. That’s why we developed a business model to meet an advisor’s needs at different stages.
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