Founded on Trust

Professional, Personable, Communicative

1. As a registered investment advisory firm, we have a fiduciary responsibility. This means that we hold ourselves – and are legally held – to the highest standards of the law when it comes to safeguarding our clients’ best interests.

2. Our Investment Management services are offered on a fee-only basis. This means that our only compensation for Investment Management is a fee based on a percentage of the market value of your investments with us. We do not receive commissions on any investments or products we recommend or utilize in our investment strategy. This minimizes the potential for conflicts of interest. When you benefit from our investment management, we benefit; when you don’t, we don’t.

3. All of our client assets are held in trust by Charles Schwab & Co. The statements you receive from Bell Investment Advisors, and the independently-prepared statements you receive from Charles Schwab & Co., must agree with one another. This provides you with essential checks and balances to prevent any errors or fraudulent reporting in your account(s).

4. We believe that liquidity and flexibility are fundamental to effective money management. We maximize liquidity and flexibility by utilizing no-load mutual funds and Exchange-Traded Funds (ETFs) in the majority of our investment strategies.

Please take a look at our personal profiles and explore our website to learn all about our outstanding staff. We are a team of highly-skilled, experienced professionals who love what we do and take pride in doing it well.

We are committed to maintaining an active level of timely, vibrant communication. In addition to frequent e-mail, telephone, and in-office meetings with our clients, we produce quarterly webinars for both clients and the public.

We host frequent events and informational seminars in our offices. Clients receive our letter on investment performance and the markets with their statements. We also write and publish a quarterly newsletter, The Opening Bell, and produce in-depth white papers on a variety of timely and relevant topics. Visit the Resource Center of this website to access our library and learn about future events.

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More