Resource Center

Webinars

September 2016

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio


Presenters:

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

In this half-hour webinar video,

  • Learn how you can support the causes you care about and avoid controversial industries.
  • Find out that you don’t have to sacrifice return to invest in your values.
  • Hear how these funds are making an impact in gender equality, environmental protection, small business development, and affordable housing.

Market Analysis

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Video

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Publication

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Latest News

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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