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SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

Webinar
September 28, 2016 at 2 pm
online

Presenters:

Heidi Stoltz, Investment Advisor
Corinne Salera, Investment Advisor, Portfolio Manager

In this free half-hour online webinar:

  • Learn how to support the causes you care about and how you can avoid controversial industries.
  • Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values.
  • Hear about the impact social funds are making in gender equality, environmental protection, small business development, and affordable housing.

Click here to register: http://bit.ly/2cs6O9H

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Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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