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…

Learn more »

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…

Learn more »

Momentum: Finance Blog

Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America

posted: 12 October 2015

President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis and India’s Prime Minister Narena Modi were touring the U.S.) His first stop was Sea...

Read more »

Planning for Market Volatility and the Trouble with Target-Date Funds

posted: 15 September 2015

As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan accounts (401k, 403b, etc.) that cannot be directly managed by us because ...

Read more »

From The Women’s Roundtable: Four Tips for Women Investors (that also work for men)

posted: 17 July 2015

A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men.  This more conservative mindset seems to make sense during weary economic periods, bu...

Read more »


video feature image
Facing Reality – The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement
posted: October 21, 2015

Investors increasingly express their desire to create positive social...


bellinvest publicaion
While the World is Focused on Outer Celebrations, Go Within
posted: January 8, 2014

As soon as December 26 arrives with a thunk, the world shifts its focus to...

Latest News

Bell Investment Advisors’ Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching…


Bell 2015 Youth-in-the-Arts Grant

Recipient to be announced soon!  Learn more »

Latest Tweet

Connect with us.

bellinvest 20 year