Fixed Income Portfolios, Individually Crafted.
Belle Haven is a Boutique
Fixed Income Specialist
We work with a broad range of clients, including consultants, advisors, family offices, institutions, non-profit organizations, and high-net-worth individuals. Across every relationship, our focus is consistent: understanding client objectives and building portfolios designed to reflect them.
Each mandate is approached with intention, drawing on deep fixed income experience and a disciplined investment process tailored to the needs of the individual client. Our focused approach has supported strategies recognized within the industry and long-standing client relationships built on consistency, transparency, and trust.
Since opening our first account in 2002, that discipline has guided our growth to over $24 billion in assets under management - while maintaining a steady focus on service, responsiveness, and thoughtful investment solutions.
Our primary focus is preservation of principal while striving to deliver attractive risk-adjusted returns.
Founder of Belle Haven Investments
It is with profound sadness that we share the passing of Belle Haven’s Founder, Matt Dalton.
Matt was much more than the founder of Belle Haven. He was a friend, mentor, trusted partner, and visionary whose character and values shaped our firm and left a lasting impact on the many people who had the privilege of knowing him.
Matt began his fixed income career in 1985, leaving his family farm in central Indiana for Chicago, where he joined Shearson Lehman Brothers. There, he rose to Senior Vice President of the Municipal Trading and Sales Department. In 1994, he was recruited to Rodman & Renshaw to lead its Municipal Bond Department before joining Belle Haven in 1996.
Drawing on his extensive experience in the institutional municipal bond market, Matt played a defining role in Belle Haven’s evolution from a traditional broker-dealer into an asset management firm in 2001. His vision helped shape the firm’s investment philosophy, establish the disciplined investment process we continue to follow today, and expand Belle Haven’s fixed income capabilities.
Matt’s legacy extends far beyond the business he built. He believed deeply in relationships, trust, stewardship, and a genuine responsibility to our clients. He fostered a culture grounded in those principles and understood that Belle Haven’s long-term success would ultimately depend on its people. He was thoughtful and deliberate in building a strong team and preparing the firm for the future.
Today, those values remain deeply embedded in Belle Haven. Our leadership, investment teams, and commitment to serving our clients remain unchanged, and the principles Matt established will continue to guide the firm for generations to come.
Matt leaves an extraordinary legacy in Belle Haven, in the people he mentored and influenced, and in the countless relationships he formed throughout his life and career. We will miss him tremendously and will always be grateful for his leadership, wisdom, and the example he set for all of us.
Our thoughts and deepest sympathies are with Matt’s family and loved ones during this extraordinarily difficult time.
His legacy will forever be a part of Belle Haven.