Client Log in

Clients may log in and find additional resources. Not a client or need additional assistance? Give us a call or send us a comment.

Market Resources

Each month we provide our strategic analysis and review of the markets. Check the Market Analysis page for a review of the past month’s market activity and Bell perspectives and analysis. We outline our thinking and market strategy.

Check the Latest Results page for updated report information on the performance of Bell-managed accounts including: Active Portfolio Enhancement®, Stable Growth, and Fixed Income. We take pride in our willingness to share our results.

Our clients are invited each quarter to attend our Investment Committee Update webinar. Here we provide a detailed look of our latest thinking and discussion from our quarterly meeting including: current market conditions, market valuation, leadership trends, and our current allocation and strategy. Look for these webinar videos under the Client Resources page. As always, please send us a comment with any questions. We are here to serve you.

Learning Resources

At Bell we strive to provide a rich array of educational resources for our clients, prospective clients, and others who are interested. In the Resource Center you will find a library of our educational offerings. We offer monthly webinars on a variety of topics related to investment management, financial planning, and career and life coaching. We host seminars; write and publish a quarterly newsletter, The Opening Bell; generate detailed white papers on the latest relevant topics; and publish monthly articles on a favorite topic of ours, Making a Good Life Happen. We are your industry resource on the key topics that are affecting the market today.

We are always learning from our clients and prospective clients as well. We listen to your thoughts and suggestions, and encourage you to send us a comment when you read one of our white papers, or take the survey after you watch a webinar video. Your questions are important to us, and your comments may soon be developed into a future webinar topic, so please share your thoughts.