We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

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…

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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…

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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…

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What is Most Relevant About the New Tax Law? Part 3: EDUCATION – EXPANSION OF THE 529 PLAN
May 9, 2018

Since the creation under the Small Business Protection Act of 1996, 529 accounts have allowed savers to contri…


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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
March 12, 2018

The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made d…


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The Imposter Syndrome
June 26, 2018

I’m sure you must have heard of Imposter’s Syndrome. You may have even experienced it at some point in your past, though maybe not for quite some ...


Market Analysis

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Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)
July 3, 2018

The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...


Video

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Is This as Good as It’s Going to Get?
June 27, 2018

Join us for our quarterly Investment Committee Update online webinar.


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

NorCal Conference Inspires

Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]

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