If you’re evaluating prospective investment managers, you might be exploring working with full service brokers like Merrill Lynch or Morgan Stanley.

If so, it’s imperative that you consider the differences between Bell Investment Advisors and any advisor at a registered broker dealer.

One critical difference is that we hold ourselves—and are legally held—to a higher standard when it comes to our obligation to safeguard our clients’ interests. As a registered investment advisor, Bell is required to take on fiduciary duties as it relates to our clients’ investments. In simple terms, that means we’re bound by law to act with your interests first. Without exception.

Financial advisors at broker-dealer firms do not hold themselves to such legal obligation.

To learn more about how we will always stand for you as your investment management firm, call us today.  We’ll talk about the responsibilities we assume in a relationship with you, and exactly how you can count on us.

You can also learn more about our Conflict-Free approach to investment management.

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