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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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…


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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…


Market Analysis

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Market Analysis – September 2017
October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performanc...


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
Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

Latest News

Bell Adds Additional Identity Protection for Clients

Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In our continuing effort to provide additional value to our clients, we were pleased to announce a partnership with AllClear ID in October 2014 […]

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