We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem to comprehensively meet the particular needs of each client.
As a registered investment advisory firm, we hold ourselves — and are legally held — to the fiduciary standard. This means that we have a legal duty to act in your best interest. We are fee-only advisors, and do not sell any products that involve commissions.
We have an in-house investment research team, leveraging institutional data to optimize individual client accounts. Our investment committee routinely analyzes hundreds of funds for quality positioning for our clients.
With over 100 combined years of Financial Services experience, our purpose is, To Improve Financial Futures, One Client at a Time. Our investment committee meets on a regular basis to analyze market trends and economic conditions. These key meetings provide the forum for our investment management decisions and actions. We then communicate insights in our monthly client letters, quarterly newsletters, and quarterly investment committee webinars for the benefit of our clients. We work diligently to help you stay on track.
We utilize a team-based approach. Every client receives care from their own Bell team – at least one Investment Advisor and one Relationship Manager. Our team members work collaboratively to ensure that all needs are satisfied.
Founder & Chief Investment Officer
President, Financial Planner & Senior Investment Advisor
Senior Investment Advisor, Financial Planner
Chief Operations Officer,
Chief Compliance Officer
Investment Advisor and Financial Planner
Senior Relationship Manager