Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

More About Investing »

Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

Learn More »

Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

Find Out More »
video feature image
The Fed Should Stop Predicting Future Rate Increases
December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves intere…

video feature image
2016 End-of-Year Actions to Enhance Your Retirement Savings
November 21, 2016

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement pla…

video feature image
Our Investment Perspective — Stay Calm and Carry On
November 9, 2016

Last night was very unsettling to many Americans. There are many issues in this election, but as your Chief In…

Market Analysis

White paper feature image
Market Analysis – December 2016
January 11, 2017

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody k...


video feature image
SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio
September 28, 2016

In this half-hour webinar video learn how you can support the causes you care about and avoid contro


bellinvest publicaion
Knowledge Work: Finding and Funding a College Education
November 3, 2016

For more than a decade now, the US economy has shifted away from manufacturing and toward what the l...

Latest News

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…


Latest Tweet

Connect With Us

bellinvest 20 year