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 creates a conflict-free environment in which to make investment management decisions that are in your best 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 investing exclusively in no-load mutual funds and exchange traded funds (ETFs).
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 monthly webinars for both clients, prospective clients, and others who are interested in a variety of topics relevant to our business.
We host frequent events and informational seminars in our offices. Clients receive our monthly letter on investment performance and the markets. We also write and publish a quarterly newsletter, The Opening Bell, and produce in-depth white papers on a variety of topical themes. Visit the of this website to access our library and learn about future events.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More