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 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 Resource Center of this website to access our library and learn about future events.

Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

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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

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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