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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2017 End-of-Year Actions to Enhance Your Retirement Savings
November 7, 2017

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement pla…


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Identity Security
October 10, 2017

As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The…


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Death of Retail: Fact or Fiction
June 16, 2017

Many of the headlines in the news about brick and mortar retail suggest this method of spending is becoming ex…


Market Analysis

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Don’t Be Afraid of a Market Pull Back
November 2, 2017

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the g...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Bell Staffer Volunteers at Financial Planning Day

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics […]

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