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 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 Health Savings Account: an often-overlooked financial opportunity
February 27, 2018

This is an overview of a Health Savings Account (HSA), a unique savings & investment vehicle w/ tax benef…


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Come Volunteer with Us!
April 5, 2018

Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law firm, Wen...


Market Analysis

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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade...


Video

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What’s Driving This Market Now? Don’t Fight the Fundamentals
March 28, 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

We’re Rebuilding Oakland. Come Volunteer with Us!

Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law firm, Wendel, Rosen, Black and Dean LLP, to work side by side on a project to rehabilitate the home of a senior and/or disabled Oakland/East Bay resident — free of charge — by the incredible […]

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