About Us

Founded on Trust

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 minimizes the potential for conflicts of 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 utilizing no-load mutual funds and Exchange-Traded Funds (ETFs) in the majority of our investment strategies.

Professional, Personable, Communicative

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 quarterly webinars for both clients and the public.

We host frequent events and informational seminars in our offices. Clients receive our letter on investment performance and the markets with their statements. We also write and publish a quarterly newsletter, The Opening Bell, and produce in-depth white papers on a variety of timely and relevant topics. Visit the Resource Center of this website to access our library and learn about future events.

Product & Services Offered

• MUTUAL FUNDS
• STOCKS
• INSURANCE
• DEBENTURES
• PAN
• PASSPORT 

Mutual Funds

A Mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.

Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Some close- ended funds also resemble exchange traded funds as they are traded on stock exchanges to improve their liquidity. Mutual funds are also classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index, or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public as they require huge investments. They are more risky than mutual funds and are subject to different government regulations.