Bell Investment Advisors
Bell Investment Advisors is a privately-held, registered investment advisory firm offering investment management services, comprehensive financial planning, and career and life coaching. The firm is a strong believer in liquidity and flexibility as fundamental keys to effective money management. To do this, Bell Investment Advisors utilizes no-load mutual funds and Exchange-Traded Funds in the majority of its investment strategies.
SERVICES
INVESTMENT MANAGEMENT
The in-house investment research team leverages institutional data to optimize individual client accounts. The firm's investment committee routinely analyzes hundreds of funds for quality positioning for our clients.
FINANCIAL PLANNING
Personal financial planners develop individual financial plans that include any or all of the following:
- A current financial position evaluation
- Recommendations for improving strategic asset allocation
- A risk management review and recommendation
- A retirement outlook or verification
- An education plan
- A cash flow statement
- Recommendations for debt management
- A net worth statement
CAREER COACHING
Bell Investment Advisors helps facilitate change; sees you in a way that you may not be able to see yourself; provides tools, perspective, and support; and helps you move forward.