At Bell Investment Advisors, we believe that effective financial planning is about more than just investments - it's about creating a roadmap for the life you want to live. With over three decades of experience in investment management and financial planning, our team of professionals is dedicated to helping individuals and families achieve their long-term financial goals.
Who We Serve
We've had the privilege of empowering and guiding our clients through life's significant transitions and big decisions. Whether you're planning for retirement, navigating a recent inheritance or settlement, or simply seeking guidance on your financial future, we're here to help. Our clients are individuals, families, and organizations who are committed to making smart financial decisions and achieving their goals.
Our Services
At Bell Investment Advisors, we offer a range of services designed to help our clients achieve their financial goals. These services include:
- Investment Management: Whether you have an established portfolio or are just getting started, our experienced investment professionals will work with you to create a customized investment strategy that aligns with your goals and risk tolerance.
- Financial Planning: Our comprehensive financial planning process helps you take control of your financial future by identifying your values, goals, and options, and developing a personalized plan to achieve them.
- Social Impact Investing: We believe that investments can have a positive impact on society, and we offer a range of socially responsible investment options that align with your values and goals.
Our Values
At Bell Investment Advisors, we're guided by a set of core values that define who we are and how we operate. These values include:
- Honor Your Promises: We believe that trust is the foundation of any successful relationship. We promise to uphold the highest standards of integrity and professionalism in our work with you.
- Rise to New Challenges: We're committed to staying ahead of the curve and adapting to changing market conditions, regulatory requirements, and new trends in financial planning and investing.
- Be Kind: We believe that kindness is key to building strong, long-term relationships with our clients. We strive to be empathetic, understanding, and kind in all of our interactions.
- Commit to Client Success: We're dedicated to helping our clients achieve their financial goals and live the life they desire. We're committed to providing exceptional service and support to help you succeed.
Why Choose Us?
At Bell Investment Advisors, we're committed to putting our clients' interests first. As a fiduciary advisory firm, we have a legal and ethical responsibility to act in your best interest at all times. We believe that our fee-only compensation structure, combined with our commitment to transparency and accountability, sets us apart from other financial advisors.
Giving Back
Giving back to our community is an important part of who we are. For over 30 years, we've been proud to have called downtown Oakland home. From supporting local charities to participating in community events, we're committed to making a positive impact in our community.
About Bell and Their Team
The reviewers have mixed opinions about Bell, a financial advisory firm. While some appreciate the team's supportive and responsive nature, others are disappointed with the firm's investment results.
Investment Performance
The investment strategy used by Bell, known as the "momentum method, " has been criticized for underperforming compared to the S&P 500 index over the past 10 years. One reviewer notes that if they had invested passively in S&P-like funds, they would have done much better. The reviewer suggests asking Bell about their performance relative to a standard index, such as the S&P 500, before investing.
Team Members and Community Involvement
On a positive note, individual team members like Heidi, Tiffany, Jim, and Bonnie Bell are praised for their wonderful personalities, transparency, and community involvement. They are active contributors to the community, particularly in the areas of music, theater, and sports.
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