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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Financial Planning as a Career Asset
May 17, 2017

Over the years I have met one-on-one with many college students, often the children or grandchildren of my inv…


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Are You Saving for Retirement? — Advice for Women
March 28, 2017

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary…


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Tax Season Prep: Taxes and More
March 18, 2017

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline…


Market Analysis

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Market Analysis – April 2017
May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment pr...


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

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California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtown Oakland, May 19, 8 pm. Maestro Michael Morgan will conduct Frank Loesser’s celebrated “Guys and Dolls”. Bryan Nies, Assistant Conductor, will […]

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